Eagleson Financial Services Inc.
Plan context: Eagleson Financial Services Retirement Plan
EIN 82-4706485 • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,349
2024 Contributions
$164,344
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 0 | - | - | - |
| 2023 | 1 | 1 | $2,349 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 1 | $2,349 | - | - |
| 2022 | 1 | 1 | $108,122 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 1 | $108,122 | - | - |
| 2021 | 1 | 1 | $153,989 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 1 | $153,989 | - | - |
| 2020 | 1 | 2 | $210,820 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 2 | $210,820 | - | - |
| 2019 | 1 | 3 | $195,121 | $0 | - |
| Eagleson Financial Services Retirement Plan | - | 3 | $195,121 | - | - |
| 2018 | 1 | 1 | $180,320 | $164,344 | $164,344iApproximate average salary by contribution assumption: employee only about $4,108,600 at 4% or $2,739,067 at 6%; with 50% employer match about $2,739,067 at 4% or $1,826,044 at 6%; with 100% employer match about $2,054,300 at 4% or $1,369,533 at 6%. |
| Eagleson Financial Services Retirement Plan | - | 1 | $180,320 | $164,344 | $164,344iApproximate average salary by contribution assumption: employee only about $4,108,600 at 4% or $2,739,067 at 6%; with 50% employer match about $2,739,067 at 4% or $1,826,044 at 6%; with 100% employer match about $2,054,300 at 4% or $1,369,533 at 6%. |