2023 Form 5500 filing — E.G.O. North America, Inc. 401(K) Profit Sharing 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 20240920115316NAL0007443057001) for E.G.O. North America, Inc. 401(K) Profit Sharing Plan, reported by E.G.O North America, Inc. under EIN 36-3100025 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920115316NAL0007443057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.G.O North America, Inc.
- EIN
- 36-3100025
- Plan number
- 001
- Location
- Newnan, GA
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,576,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,576,038
- Employer contributions
- $227,155
- Participant contributions
- $379,253
- Total income / additions
- $2,552,014
- Benefits paid
- $2,379,182
- Administrative expenses
- $90,861
- Total expenses
- $2,496,684
- Net increase / (decrease)
- $55,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa, Inc. | RIA | $38,126 | not reported in the loaded dataset |
| John Hancock Life Insurance Comapny | RECORDKEEPER | $6,954 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | RIA | $210 | not reported in the loaded dataset |