Retirement plan

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN

Name: EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC - EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN (2023) Form 5500
Creator: EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN, EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBCEIN 52-0991911Plan #002PY 2023

225 SCHILLING CIRCLE, SUITE 400 - HUNT VALLEY, MD 210311800410-584-7000eaest.comLinkedIn501-1000 employeesenvironmental services

Other plans on this EIN

1 filing

#001Retirement-$132.4M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$123M

-10.3% from 2016

Total participants

758

-8.8% from 2016

Average account balance

$162,686

-1.5% from 2016

Annual return

11.61%

+20.09 pp from 2016

Benchmarks

See 3,230 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,230 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$133.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$175K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

766

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2P2I2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$162,686

$95,438+70.5%

$135,998+19.6%

$74,478+118.4%

Participation rate

99.7%

78.2%+21.4pp

81.9%+17.7pp

70.7%+28.9pp

Annual return

11.61%

32.61%-21.0pp

68.37%-56.8pp

34.37%-22.8pp

Employer contribution / active EE

$5,175

$3,878+33.4%

$4,860+6.5%

$2,637+96.3%

Participant deferral / active EE

$7,790-100.0%

$7,761-100.0%

$4,530-100.0%

Admin fee / account holder

$259-100.0%

$10,769-100.0%

$347-100.0%

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion