Eastern Research Group, Inc. Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Eastern Research Group, Inc.)
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 Research Group, Inc. Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Eastern Research Group, Inc. under EIN 04-2807100 and plan number 001. The latest loaded filing year is 2023. The filing reports 797 participants and $185,204,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Research Group, Inc.
- EIN
- 04-2807100
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 797
- End-of-year plan assets
- $185,204,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 797 | H, C | 20241015155349NAL0016805171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,204,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,204,100
- Net assets (BOY)
- $155,674,762
Income & contributions
- Employer contributions
- $3,654,185
- Participant contributions
- $5,687,871
- Total contributions
- $10,214,983
- Total income / additions
- $39,037,242
Expenses & distributions
- Benefits paid
- $9,221,089
- Administrative expenses
- $286,815
- Total expenses
- $9,507,904
- Net increase / (decrease)
- $29,529,338
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | N/A | $117,705 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | N/A | $115,637 | not reported in the loaded dataset | 2023 |
| Rsm Us, Llp | N/A | $24,150 | not reported in the loaded dataset | 2023 |
| National Financial Services LLC | N/A | $23,948 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | N/A | $5,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Research Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- Morgan Stanley — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Rsm Us, Llp — Schedule C compensation
- National Financial Services LLC — Schedule C compensation
- Reliance Trust Company — Schedule C compensation