E.G.O. North America, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (E.G.O North America, 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, E.G.O. North America, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by E.G.O North America, Inc. under EIN 36-3100025 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $12,576,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.G.O North America, Inc.
- EIN
- 36-3100025
- Plan number
- 001
- Plan type
- 2
- Location
- Newnan, GA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $12,576,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240920115316NAL0007443057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,576,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,576,038
- Net assets (BOY)
- $12,520,708
Income & contributions
- Employer contributions
- $227,155
- Participant contributions
- $379,253
- Total contributions
- $667,896
- Total income / additions
- $2,552,014
Expenses & distributions
- Benefits paid
- $2,379,182
- Administrative expenses
- $90,861
- Total expenses
- $2,496,684
- Net increase / (decrease)
- $55,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fsa, Inc. | RIA | $38,126 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Comapny | RECORDKEEPER | $6,954 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.G.O North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Newnan, GA
- Raymond James Fsa, Inc. — Schedule C compensation
- John Hancock Life Insurance Comapny — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation