2023 Form 5500 filing — Emery & Sons Construction Group, LLC Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009160855NAL0031813648001) for Emery & Sons Construction Group, LLC Retirement And Savings Plan, reported by Emery & Sons Construction Group, LLC under EIN 83-0966301 and plan number 002. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160855NAL0031813648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emery & Sons Construction Group, LLC
- EIN
- 83-0966301
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,268,871
- Total liabilities (EOY)
- $795
- Net assets (EOY)
- $26,268,076
- Employer contributions
- $1,864,744
- Participant contributions
- $825,637
- Total income / additions
- $9,143,791
- Benefits paid
- $1,804,829
- Administrative expenses
- $24,078
- Total expenses
- $1,828,907
- Net increase / (decrease)
- $7,314,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy Dahl & Holst | INVESTMENT ADVISOR | $12,762 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $11,316 | not reported in the loaded dataset |