2023 Form 5500 filing — Ea Engineering, Science, And Technology, Inc., Pbc Savings And 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 20241014163245NAL0027867953001) for Ea Engineering, Science, And Technology, Inc., Pbc Savings And Retirement Plan, reported by Ea Engineering, Science, And Technology, Inc., Pbc under EIN 52-0991911 and plan number 001. It reports 936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163245NAL0027867953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ea Engineering, Science, And Technology, Inc., Pbc
- EIN
- 52-0991911
- Plan number
- 001
- Location
- Hunt Valley, MD
- Participants
- 936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,382,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,382,291
- Employer contributions
- $0
- Participant contributions
- $7,534,249
- Total income / additions
- $33,198,852
- Benefits paid
- $9,302,114
- Administrative expenses
- $118,558
- Total expenses
- $9,401,017
- Net increase / (decrease)
- $23,797,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $69,558 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $49,000 | not reported in the loaded dataset |