2023 Form 5500 filing — Eah, Inc. 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 20241015182450NAL0029374193001) for Eah, Inc. Retirement Plan, reported by Eah, Inc. under EIN 94-1699153 and plan number 001. It reports 998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182450NAL0029374193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eah, Inc.
- EIN
- 94-1699153
- Plan number
- 001
- Location
- San Rafael, CA
- Participants
- 998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,604,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,604,895
- Employer contributions
- $2,085,500
- Participant contributions
- $3,242,883
- Total income / additions
- $9,735,943
- Benefits paid
- $2,904,787
- Administrative expenses
- $281,043
- Total expenses
- $3,199,568
- Net increase / (decrease)
- $6,536,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brinker Capital Investments | MANAGER | $75,465 | not reported in the loaded dataset |
| Nationwide | PROVIDER | $58,443 | $0 |
| Pensionmark Financial Group LLC | ADVISOR | $47,089 | not reported in the loaded dataset |
| Peery & Assocaites, Inc. | THIRD PARTY ADMIN | $38,932 | not reported in the loaded dataset |
| Johanson And Yau | INDEPENDANT AUDITOR | $22,150 | not reported in the loaded dataset |
| Active Core | ADVISOR | $16,589 | not reported in the loaded dataset |