Eastward Capital Partners, LLC 401(K) Plan — Form 5500 plan (Eastward Capital Partners, LLC)
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, Eastward Capital Partners, LLC 401(K) Plan is a benefit plan reported by Eastward Capital Partners, LLC under EIN 20-1146938 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $7,196,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastward Capital Partners, LLC
- EIN
- 20-1146938
- Plan number
- 001
- Plan type
- 2
- Location
- West Newton, MA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $7,196,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20241015120022NAL0028299777001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,196,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,196,052
- Net assets (BOY)
- $6,658,672
Income & contributions
- Employer contributions
- $150,000
- Participant contributions
- $237,908
- Total income / additions
- $1,613,363
Expenses & distributions
- Benefits paid
- $1,075,983
- Administrative expenses
- $0
- Total expenses
- $1,075,983
- Net increase / (decrease)
- $537,380
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.