2023 Form 5500 filing — Eagle View Technologies, 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 20240926152428NAL0000859041001) for Eagle View Technologies, Inc. 401(K) Profit Sharing Plan, reported by Eagle View Technologies, Inc. under EIN 26-1168431 and plan number 001. It reports 901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926152428NAL0000859041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eagle View Technologies, Inc.
- EIN
- 26-1168431
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 901
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,058,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,058,121
- Employer contributions
- $918,801
- Participant contributions
- $4,896,447
- Total income / additions
- $12,176,021
- Benefits paid
- $4,226,562
- Administrative expenses
- $15,674
- Total expenses
- $4,289,811
- Net increase / (decrease)
- $7,886,210
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $36,042 |
| The Waterford Group, LLC | INVESTMENT ADVISORY | $0 | $16,512 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,674 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |