Ea Engineering, Science, And Technology, Inc., Pbc Savings And Retirement Plan — Form 5500 plan (Ea Engineering, Science, And Technology, Inc., Pbc)

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, Ea Engineering, Science, And Technology, Inc., Pbc Savings And Retirement Plan is a benefit plan reported by Ea Engineering, Science, And Technology, Inc., Pbc under EIN 52-0991911 and plan number 001. The latest loaded filing year is 2023. The filing reports 936 participants and $132,382,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ea Engineering, Science, And Technology, Inc., Pbc
EIN
52-0991911
Plan number
001
Plan type
2
Location
Hunt Valley, MD
Latest filing year
2023
Participants
936
End-of-year plan assets
$132,382,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023936H, C20241014163245NAL0027867953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,382,291
Total liabilities (EOY)
$0
Net assets (EOY)
$132,382,291
Net assets (BOY)
$108,584,456

Income & contributions

Employer contributions
$0
Participant contributions
$7,534,249
Total contributions
$9,177,024
Total income / additions
$33,198,852

Expenses & distributions

Benefits paid
$9,302,114
Administrative expenses
$118,558
Total expenses
$9,401,017
Net increase / (decrease)
$23,797,835

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$69,558$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$49,000not reported in the loaded dataset2023

Related Form 5500 pages