Eosys Group 401k Plan — Form 5500 plan (Eosys 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, Eosys Group 401k Plan is a benefit plan reported by Eosys Group, Inc. under EIN 62-1475873 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $48,597,158 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eosys Group, Inc.
EIN
62-1475873
Plan number
001
Plan type
2
Location
Smyrna, TN
Latest filing year
2023
Participants
263
End-of-year plan assets
$48,597,158

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20240916105510NAL0001382737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,597,158
Total liabilities (EOY)
$0
Net assets (EOY)
$48,597,158
Net assets (BOY)
$41,414,260

Income & contributions

Employer contributions
$561,135
Participant contributions
$2,647,345
Total contributions
$3,458,401
Total income / additions
$12,044,714

Expenses & distributions

Benefits paid
$4,912,533
Administrative expenses
$18,878
Total expenses
$4,931,411
Net increase / (decrease)
$7,113,303

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$17,378not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,500$02023

Related Form 5500 pages