Who sponsors the Eichleay, Inc. Pension And Profit Sharing Plan?

Eichleay, Inc. Pension And Profit Sharing Plan is reported as sponsored by Eichleay, Inc. (EIN 26-1194667, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Eichleay, Inc. Pension And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Eichleay, Inc. Pension And Profit Sharing Plan is 2023.

How many participants does Eichleay, Inc. Pension And Profit Sharing Plan report?

Eichleay, Inc. Pension And Profit Sharing Plan reports 508 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Eichleay, Inc. Pension And Profit Sharing Plan?

Eichleay, Inc. Pension And Profit Sharing Plan reports $79,896,828 in end-of-year plan assets in its latest loaded Form 5500 filing.

Eichleay, Inc. Pension And Profit Sharing Plan — Form 5500 plan (Eichleay, 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, Eichleay, Inc. Pension And Profit Sharing Plan is a benefit plan reported by Eichleay, Inc. under EIN 26-1194667 and plan number 002. The latest loaded filing year is 2023. The filing reports 508 participants and $79,896,828 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$79.9MPlan net assets, end of year$79,896,828

Participants508Covered participants reported

Assets / participant$157.3KComputed: assets ÷ participants$157,277 (computed)

Provider compensation$186.1K3 Schedule C provider row(s)$186,069

Plan sponsor: Eichleay, Inc.
EIN: 26-1194667
Plan number: 002
Plan type: 2
Location: Larkspur, CA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	508	H, C	20241009111840NAL0019071057001

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)$79.9M total assets

Net assets$79.9MLiabilities$0

Money in vs. money out

Total income / additions$20.2M

Total expenses$10.1M

Benefits paid / distributions$9.9M

Contributions

Employer$1.9M

Participant$4.4M

Full reported line items

Net assets

Total assets (EOY): $79,896,828
Total liabilities (EOY): $0
Net assets (EOY): $79,896,828
Net assets (BOY): $69,794,996

Income & contributions

Employer contributions: $1,908,998
Participant contributions: $4,383,295
Total contributions: $7,674,141
Total income / additions: $20,200,389

Expenses & distributions

Benefits paid: $9,856,690
Administrative expenses: $120,730
Total expenses: $10,098,557
Net increase / (decrease): $10,101,832

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)

30%70%

Employer 30%Participant 70%

Total expenses ÷ net assets13%Computed ratio

Benefits paid ÷ total income49%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$121,069	$0	2023
Pensionmark Financial Group, LLC	INVESTMENT ADVISORY	$0	$65,000	2023
Morningstar Investment Management L	INV ADV, PARTICIPANTS	$0	$0	2023