How many benefit plans does Early Growth Financial Services, Inc. report on Form 5500?

Early Growth Financial Services, Inc. (EIN 25-4150644) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Early Growth Financial Services, Inc.?

The Employer Identification Number (EIN) reported for Early Growth Financial Services, Inc. is 25-4150644.

What is the latest Form 5500 filing year for Early Growth Financial Services, Inc.?

The latest loaded Form 5500 filing year for Early Growth Financial Services, Inc. is 2023.

Early Growth Financial Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Early Growth Financial Services, Inc. (EIN 25-4150644) is a plan sponsor located in San Jose, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 25-4150644
Location: San Jose, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Early Growth Financial Services, Inc.

1 loaded plans hold $4.9M in reported assets.
The largest, Early Growth Financial Services, Inc. Retirement Trust, holds 100% of this company's reported plan assets.
Plans cover 59 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,907,978

Total reported assets$4.9M$4,907,978

Total reported participants59

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets

Net assets$4.9MLiabilities$0

Contributions & income

Employer contributions$185.4K

Participant contributions$466.4K

Total income / additions$1.4M

Expenses & distributions

Benefits paid / distributions$255K

Total expenses$265.6K

Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Early Growth Financial Services, Inc. Retirement Trust

Participants per plan59Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Early Growth Financial Services, Inc. Retirement Trust$4.9M
Plan #001 · 59 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Early Growth Financial Services, Inc.. Open one for its full reported snapshot.

2023
Early Growth Financial Services, Inc. Retirement Trust59 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Early Growth Financial Services, Inc. report on Form 5500?: Early Growth Financial Services, Inc. (EIN 25-4150644) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Early Growth Financial Services, Inc.?: The Employer Identification Number (EIN) reported for Early Growth Financial Services, Inc. is 25-4150644.
What is the latest Form 5500 filing year for Early Growth Financial Services, Inc.?: The latest loaded Form 5500 filing year for Early Growth Financial Services, Inc. is 2023.