Plan5500

E.J. Pope & Son, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, E.J. Pope & Son, Inc. (EIN 56-0660936) is a plan sponsor located in Mount Olive, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-0660936
Location
Mount Olive, NC
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,689,770
Total reported assets$8.7M$8,689,770
Total reported participants290
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$83.7K
Participant contributions$412.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$872.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan
Participants per plan145Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan$8.7M
    Plan #001 · 170 participants · 2023
  2. 2
    Ej Pope & Son Inc Group Lifenot reported in the loaded dataset
    Plan #502 · 120 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for E.J. Pope & Son, Inc.
YearPlanParticipantsSchedulesFiling
2023Ej Pope & Son Inc Group Life120—20241108093329NAL0006640515001
2023E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan170H, C20250715080358NAL0004172306001

Related Form 5500 pages