Eagleson Financial Services Retirement Plan — Form 5500 plan (Eagleson 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, Eagleson Financial Services Retirement Plan is a benefit plan reported by Eagleson Financial Services, Inc. under EIN 82-4706485 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eagleson Financial Services, Inc.
- EIN
- 82-4706485
- Plan number
- 001
- Plan type
- 2
- Location
- Randolph, NJ
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240528082922NAL0010572769001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,349
- Net assets (EOY)
- $2,349
- Net assets (BOY)
- $108,122
Income & contributions
- Total income / additions
- -$105,548
Expenses & distributions
- Benefits paid
- $225
- Total expenses
- $225
- Net increase / (decrease)
- -$105,773
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.