2023 Form 5500 filing — Eagleson Financial Services Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240528082922NAL0010572769001) for Eagleson Financial Services Retirement Plan, reported by Eagleson Financial Services, Inc. under EIN 82-4706485 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240528082922NAL0010572769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eagleson Financial Services, Inc.
- EIN
- 82-4706485
- Plan number
- 001
- Location
- Randolph, NJ
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,349
- Net assets (EOY)
- $2,349
- Total income / additions
- -$105,548
- Benefits paid
- $225
- Total expenses
- $225
- Net increase / (decrease)
- -$105,773
- Schedule source
- Schedule I