Original filing (PDF)20240202085518NAL0027565441001

EGA, P.C.

Name: EGA, P.C. — EGA, P.C. Defined Benefit Pension Plan, Form 5500 (2023)
Creator: EGA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EGA, P.C. Defined Benefit Pension Plan

Defined-benefit pension plan · EGA, P.C.'s EGA, P.C. Defined Benefit Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

EGA, P.C.'s EIN is 42-1127274.

EIN 42-1127274

Plan number 002

Plan year 2023

ACK ID 20240202085518NAL0027565441001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for EGA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

EGA, P.C.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EGA, P.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

EGA, P.C.

EIN

all filings

Address

ONE VERNON STREET · NEWBURYPORT, MA · 01950

Phone

(978) 462-5515

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2023-12-11

Filed

2024-02-02

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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