Eastern Industrial Automation 401(K) Retirement Plan — Form 5500 plan (Eastern Bearings, Inc. Dba Eastern Industrial Automation)
Plain-English plan 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, Eastern Industrial Automation 401(K) Retirement Plan is a benefit plan reported by Eastern Bearings, Inc. Dba Eastern Industrial Automation under EIN 04-2316388 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $30,742,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Bearings, Inc. Dba Eastern Industrial Automation
- EIN
- 04-2316388
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $30,742,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20250813131206NAL0009089585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,742,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,742,221
- Net assets (BOY)
- $24,017,056
Income & contributions
- Employer contributions
- $464,127
- Participant contributions
- $1,203,891
- Total contributions
- $1,671,550
- Total income / additions
- $8,442,413
Expenses & distributions
- Benefits paid
- $1,705,969
- Administrative expenses
- $11,279
- Total expenses
- $1,717,248
- Net increase / (decrease)
- $6,725,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tonneson & Co Cpa & Consultants | RETAINED BY EMPLOYER | $4,700 | not reported in the loaded dataset | 2023 |
| Mayflower Financial Advisors | RETAINED BY EMPLOYER | $4,500 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $2,079 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Bearings, Inc. Dba Eastern Industrial Automation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Tonneson & Co Cpa & Consultants — Schedule C compensation
- Mayflower Financial Advisors — Schedule C compensation
- John Hancock — Schedule C compensation