Andy J. Egan Company Inc. Employees 401k Profit Sharing Plan — Form 5500 plan (Andy J. Egan Company, 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, Andy J. Egan Company Inc. Employees 401k Profit Sharing Plan is a benefit plan reported by Andy J. Egan Company, Inc. under EIN 38-0512360 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $18,532,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andy J. Egan Company, Inc.
EIN
38-0512360
Plan number
001
Plan type
3
Location
Grand Rapids, MI
Latest filing year
2023
Participants
126
End-of-year plan assets
$18,532,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20240924154018NAL0013243377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,532,532
Total liabilities (EOY)
$0
Net assets (EOY)
$18,532,532
Net assets (BOY)
$15,653,723

Income & contributions

Employer contributions
$847,795
Participant contributions
$870,480
Total contributions
$1,725,327
Total income / additions
$4,642,962

Expenses & distributions

Benefits paid
$1,677,313
Administrative expenses
$86,840
Total expenses
$1,764,153
Net increase / (decrease)
$2,878,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpRIA$41,327not reported in the loaded dataset2023
Doeren MayhewTPA$9,382not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$76$02023

Related Form 5500 pages