2023 Form 5500 filing — E.B.S. 401k 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 20241010113931NAL0011424979001) for E.B.S. 401k Plan, reported by Ernest Bock & Sons, Inc. under EIN 23-1730606 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113931NAL0011424979001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ernest Bock & Sons, Inc.
- EIN
- 23-1730606
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,031,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,031,951
- Employer contributions
- $49,575
- Participant contributions
- $238,231
- Total income / additions
- $962,589
- Benefits paid
- $88,171
- Administrative expenses
- $25,030
- Total expenses
- $113,201
- Net increase / (decrease)
- $849,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors | RIA | $19,892 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPING PROVIDER | $476 | $0 |