2023 Form 5500 filing — Andy J. Egan Company Inc. Employees 401k 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 20240924154018NAL0013243377001) for Andy J. Egan Company Inc. Employees 401k Profit Sharing Plan, reported by Andy J. Egan Company, Inc. under EIN 38-0512360 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924154018NAL0013243377001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Andy J. Egan Company, Inc.
- EIN
- 38-0512360
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,532,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,532,532
- Employer contributions
- $847,795
- Participant contributions
- $870,480
- Total income / additions
- $4,642,962
- Benefits paid
- $1,677,313
- Administrative expenses
- $86,840
- Total expenses
- $1,764,153
- Net increase / (decrease)
- $2,878,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | RIA | $41,327 | not reported in the loaded dataset |
| Doeren Mayhew | TPA | $9,382 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $76 | $0 |