Eis Group 401(K) Plan — Form 5500 plan (Eis 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, Eis Group 401(K) Plan is a benefit plan reported by Eis Group Inc. under EIN 26-2956885 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $21,415,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eis Group Inc.
- EIN
- 26-2956885
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $21,415,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241015153833NAL0016778467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,415,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,415,590
- Net assets (BOY)
- $17,715,444
Income & contributions
- Participant contributions
- $2,158,572
- Total contributions
- $3,068,413
- Total income / additions
- $6,209,650
Expenses & distributions
- Benefits paid
- $2,425,366
- Administrative expenses
- $57,889
- Total expenses
- $2,509,504
- Net increase / (decrease)
- $3,700,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial | INDEP FINANCIAL ADVISOR | $0 | $95,019 | 2023 |
| Great West Life & Annuity Company | INDEPENDENT RECORDKEEPER | $59,367 | $0 | 2023 |
| Golden Gate Retirement Consultants | TPA | $0 | $9,999 | 2023 |
| Silicon Valley Accoutancy | AUDITOR | $1,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eis Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Woodbury Financial — Schedule C compensation
- Great West Life & Annuity Company — Schedule C compensation
- Golden Gate Retirement Consultants — Schedule C compensation
- Silicon Valley Accoutancy — Schedule C compensation