2023 Form 5500 filing — Erving Industries, Inc. 401(K) 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 20241011124036NAL0022753857001) for Erving Industries, Inc. 401(K) Plan, reported by Erving Industries, Inc. under EIN 04-1291330 and plan number 005. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124036NAL0022753857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Erving Industries, Inc.
- EIN
- 04-1291330
- Plan number
- 005
- Location
- Erving, MA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,498,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,498,750
- Employer contributions
- $394,791
- Participant contributions
- $764,271
- Total income / additions
- $3,628,412
- Benefits paid
- $834,688
- Administrative expenses
- $11,956
- Total expenses
- $852,468
- Net increase / (decrease)
- $2,775,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,413 | $0 |
| Oconnor Davies, | ACCOUNTANT | $15,400 | $0 |
| Adp, Inc. | RECORD KEEPER | $950 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |