Plan5500

Egr, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Egr Incorporated)

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, Egr, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Egr Incorporated under EIN 98-0137281 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $2,020,176 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$2,020,176
Participants141Covered participants reported
Assets / participant$14.3KComputed: assets ÷ participants$14,327 (computed)
Provider compensation$11.1K3 Schedule C provider row(s)$11,099
Plan sponsor
Egr Incorporated
EIN
98-0137281
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    141 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$470.4K
Total expenses$275.4K
Benefits paid / distributions$255.2K
Contributions
Employer$172K
Participant$88.7K
Full reported line items

Net assets

Total assets (EOY)
$2,020,176
Total liabilities (EOY)
$0
Net assets (EOY)
$2,020,176
Net assets (BOY)
$1,825,205

Income & contributions

Employer contributions
$172,005
Participant contributions
$88,678
Total contributions
$260,683
Total income / additions
$470,383

Expenses & distributions

Benefits paid
$255,229
Administrative expenses
$11,099
Total expenses
$275,412
Net increase / (decrease)
$194,971
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 66%Participant 34%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Advisory Group, LLC$7.4K
    INVESTMENT MGMT · Direct $7.4K
  2. 2
    Nicholls Benefits & Insurance Servi$3.7K
    CONSULTING · Direct $3.7K
  3. 3
    Empower Annuity Insurance Company O$0
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Egr, Inc. 401(K) Profit Sharing Plan?
Egr, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Egr Incorporated (EIN 98-0137281, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Egr, Inc. 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Egr, Inc. 401(K) Profit Sharing Plan is 2023.
How many participants does Egr, Inc. 401(K) Profit Sharing Plan report?
Egr, Inc. 401(K) Profit Sharing Plan reports 141 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Egr, Inc. 401(K) Profit Sharing Plan?
Egr, Inc. 401(K) Profit Sharing Plan reports $2,020,176 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages