2023 Form 5500 filing — E-Z Bel Employee Stock Ownership 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 20241014120224NAL0052153202001) for E-Z Bel Employee Stock Ownership Plan, reported by E-Z Bel Holdings, Inc under EIN 74-1894400 and plan number 002. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120224NAL0052153202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E-Z Bel Holdings, Inc
- EIN
- 74-1894400
- Plan number
- 002
- Location
- San Antonio, TX
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,370,591
- Total liabilities (EOY)
- $5,225,734
- Net assets (EOY)
- $1,144,857
- Employer contributions
- $532,053
- Total income / additions
- $1,913,967
- Benefits paid
- $18,678
- Administrative expenses
- $326,922
- Total expenses
- $436,828
- Net increase / (decrease)
- $1,477,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Isaacks & Associates | TRUSTEE | $87,600 | not reported in the loaded dataset |
| Transition Finance Strategies, LLC | CONTACT ADMINISTRATOR | $58,653 | not reported in the loaded dataset |
| Schatz Brown Glassman | ESOP COUNSEL | $51,012 | not reported in the loaded dataset |
| Vision Point Capital | APPRAISER | $44,827 | not reported in the loaded dataset |
| Berman Hopkins | ADVISOR | $41,875 | not reported in the loaded dataset |
| Huselton Morgan & Maults | ACCOUNTANT | $24,038 | not reported in the loaded dataset |
| Sbng, Pc | ACCOUNTANT | $18,637 | not reported in the loaded dataset |