2023 Form 5500 filing — Eichleay, Inc. Pension And 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 20241009111840NAL0019071057001) for Eichleay, Inc. Pension And Profit Sharing Plan, reported by Eichleay, Inc. under EIN 26-1194667 and plan number 002. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$79.9MReported net assets$79,896,828
Participants508
Provider compensation$186.1K3 Schedule C row(s)$186,069
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009111840NAL0019071057001
- Plan sponsor
- Eichleay, Inc.
- EIN
- 26-1194667
- Plan number
- 002
- Location
- Larkspur, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$79.9M total assets
Net assets$79.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $79,896,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,896,828
- Employer contributions
- $1,908,998
- Participant contributions
- $4,383,295
- Total income / additions
- $20,200,389
- Benefits paid
- $9,856,690
- Administrative expenses
- $120,730
- Total expenses
- $10,098,557
- Net increase / (decrease)
- $10,101,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $121,069 | $0 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $65,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |