2023 Form 5500 filing — Eos 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 20241015140333NAL0048295632001) for Eos Retirement Plan, reported by Eos Investors LLC under EIN 81-5200280 and plan number 001. It reports 1,789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140333NAL0048295632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eos Investors LLC
- EIN
- 81-5200280
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,289,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,289,163
- Employer contributions
- $1,991,216
- Participant contributions
- $3,292,271
- Total income / additions
- $9,204,766
- Benefits paid
- $1,154,133
- Administrative expenses
- $72,882
- Total expenses
- $1,279,427
- Net increase / (decrease)
- $7,925,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $56,412 | not reported in the loaded dataset |
| The Benefit Practice | TPA | $15,494 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $975 | not reported in the loaded dataset |