Eagle Financial 401(K) Plan — Form 5500 plan (Eagle Financial Services 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, Eagle Financial 401(K) Plan is a benefit plan reported by Eagle Financial Services Inc. under EIN 61-1260290 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $19,519,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eagle Financial Services Inc.
- EIN
- 61-1260290
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, KY
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $19,519,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241011074401NAL0012265443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,519,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,519,517
- Net assets (BOY)
- $15,780,511
Income & contributions
- Employer contributions
- $882,099
- Participant contributions
- $1,807,077
- Total contributions
- $2,798,509
- Total income / additions
- $5,312,746
Expenses & distributions
- Benefits paid
- $1,542,433
- Administrative expenses
- $26,408
- Total expenses
- $1,573,740
- Net increase / (decrease)
- $3,739,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horan Securities Inc | BROKER/ADVISER | $0 | $47,346 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,801 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,607 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eagle Financial Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Florence, KY
- Horan Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation