2023 Form 5500 filing — Eastside Management Co., Inc. 401(K) P/S 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 20250514151129NAL0029961952001) for Eastside Management Co., Inc. 401(K) P/S Plan, reported by Eastside Management Co., Inc. under EIN 77-0435253 and plan number 001. It reports 111 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514151129NAL0029961952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastside Management Co., Inc.
- EIN
- 77-0435253
- Plan number
- 001
- Location
- Modesto, CA
- Participants
- 111
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,902,131
- Net assets (EOY)
- $3,902,131
- Employer contributions
- $125,633
- Participant contributions
- $236,731
- Total income / additions
- $951,003
- Benefits paid
- $251,289
- Administrative expenses
- $15,813
- Total expenses
- $267,846
- Net increase / (decrease)
- $683,157
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,813 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,782 | $0 |
| Osborne & Associates, Inc. | CONTRACT ADMINISTRATOR | $1,200 | not reported in the loaded dataset |
| Empower Advisory Group Ooc | INVESTMENT MGMT | $468 | $0 |