Plan5500

Ega Money Purchase Pension Plan — Form 5500 plan (Evergreen Shipping Agency (America) Corporation)

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, Ega Money Purchase Pension Plan is a benefit plan reported by Evergreen Shipping Agency (America) Corporation under EIN 13-3373601 and plan number 004. The latest loaded filing year is 2023. The filing reports 576 participants and $108,055,021 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$108.1MPlan net assets, end of year$108,055,021
Participants576Covered participants reported
Assets / participant$187.6KComputed: assets ÷ participants$187,596 (computed)
Provider compensation$123.6K5 Schedule C provider row(s)$123,608
Plan sponsor
Evergreen Shipping Agency (America) Corporation
EIN
13-3373601
Plan number
004
Plan type
2
Location
Jersey City, NJ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    576 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$108.1M total assets
Net assets$108.1MLiabilities$0
Money in vs. money out
Total income / additions$18.8M
Total expenses$4.5M
Benefits paid / distributions$4.3M
Contributions
Employer$3M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$108,055,021
Total liabilities (EOY)
$0
Net assets (EOY)
$108,055,021
Net assets (BOY)
$93,765,038

Income & contributions

Employer contributions
$3,043,017
Participant contributions
$0
Total contributions
$3,043,017
Total income / additions
$18,788,753

Expenses & distributions

Benefits paid
$4,297,191
Administrative expenses
$201,579
Total expenses
$4,498,770
Net increase / (decrease)
$14,289,983
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services Inc$76.9K
    INVESTMENT ADVISOR · Direct $76.9K
  2. 2
    Empower Advisory Group, LLC$37.8K
    INVESTMENT MGMT · Direct $37.8K
  3. 3
    Evergreen Shipping Agency (America)$8.6K
    OTHER · Direct $8.6K
  4. 4
    Qdro Consultants Company, LLC$300
    CONSULTING · Direct $300
  5. 5
    Empower Annuity Insurance Company O$0
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Ega Money Purchase Pension Plan?
Ega Money Purchase Pension Plan is reported as sponsored by Evergreen Shipping Agency (America) Corporation (EIN 13-3373601, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Ega Money Purchase Pension Plan?
The latest Form 5500 filing year loaded for Ega Money Purchase Pension Plan is 2023.
How many participants does Ega Money Purchase Pension Plan report?
Ega Money Purchase Pension Plan reports 576 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Ega Money Purchase Pension Plan?
Ega Money Purchase Pension Plan reports $108,055,021 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages