Plan5500

Eg America Employee Savings Plan — Form 5500 plan (Eg Retail (America) LLC)

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, Eg America Employee Savings Plan is a benefit plan reported by Eg Retail (America) LLC under EIN 82-4682572 and plan number 003. The latest loaded filing year is 2023. The filing reports 20,155 participants and $317,312,162 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eg Retail (America) LLC
EIN
82-4682572
Plan number
003
Plan type
2
Location
Westborough, MA
Latest filing year
2023
Participants
20,155
End-of-year plan assets
$317,312,162

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,155H, C20241009144804NAL0019465137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$317,312,162
Total liabilities (EOY)
$0
Net assets (EOY)
$317,312,162
Net assets (BOY)
$266,952,973

Income & contributions

Employer contributions
$15,474,712
Participant contributions
$28,424,781
Total contributions
$44,470,648
Total income / additions
$96,155,659

Expenses & distributions

Benefits paid
$44,946,466
Administrative expenses
$810,320
Total expenses
$45,796,470
Net increase / (decrease)
$50,359,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$666,904$02023
Strategic Advisors, Inc.ADVISOR$127,416not reported in the loaded dataset2023
Capfinancial Partners, LLCINVESTMENT ADVISOR$16,000not reported in the loaded dataset2023

Related Form 5500 pages