E & A Consulting Group, Inc. 401(K) Flexible — Form 5500 plan (E & A Consulting 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, E & A Consulting Group, Inc. 401(K) Flexible is a benefit plan reported by E & A Consulting Group, Inc. under EIN 47-0609173 and plan number 004. The latest loaded filing year is 2023. The filing reports 176 participants and $24,154,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E & A Consulting Group, Inc.
EIN
47-0609173
Plan number
004
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
176
End-of-year plan assets
$24,154,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20240927105103NAL0001169859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,154,559
Total liabilities (EOY)
$0
Net assets (EOY)
$24,154,559
Net assets (BOY)
$19,557,137

Income & contributions

Employer contributions
$720,763
Participant contributions
$1,263,104
Total contributions
$2,081,745
Total income / additions
$5,605,891

Expenses & distributions

Benefits paid
$922,869
Administrative expenses
$85,600
Total expenses
$1,008,469
Net increase / (decrease)
$4,597,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$80,492not reported in the loaded dataset2023
Da Davidson & CoINVESTMENT ADVISOR$35,000not reported in the loaded dataset2023
Benefit Plans, Inc.CONTRACT ADMIN$0$11,5272023
Kelley Financial Services IncCONTRACT ADMIN$0$2,4222023
Empower Advisory Group, LLCINVESTMENT MGMT$1,914not reported in the loaded dataset2023

Related Form 5500 pages