2023 Form 5500 filing — Eagle Group 401(K) 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 20240904084554NAL0019501137001) for Eagle Group 401(K) Retirement Plan, reported by Metal Masters Food Service Equipment Co., Inc. under EIN 51-0320417 and plan number 005. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904084554NAL0019501137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metal Masters Food Service Equipment Co., Inc.
- EIN
- 51-0320417
- Plan number
- 005
- Location
- Clayton, DE
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,083,348
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,083,348
- Employer contributions
- $573,033
- Participant contributions
- $1,328,212
- Total income / additions
- $5,935,597
- Benefits paid
- $3,466,748
- Administrative expenses
- $82,670
- Total expenses
- $3,549,721
- Net increase / (decrease)
- $2,385,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust, N.A. | INVESTMENT ADVISOR | $39,812 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,667 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,191 | not reported in the loaded dataset |