2023 Form 5500 filing — Espey Mfg & Electronics Corp. 401(K) 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 20250311161411NAL0017989505001) for Espey Mfg & Electronics Corp. 401(K) Savings Plan, reported by Espey Mfg. & Electronics Corp. under EIN 14-1387171 and plan number 002. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311161411NAL0017989505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Espey Mfg. & Electronics Corp.
- EIN
- 14-1387171
- Plan number
- 002
- Location
- Saratoga Springs, NY
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,900,087
- Total liabilities (EOY)
- $5,960
- Net assets (EOY)
- $13,894,127
- Employer contributions
- $60,219
- Participant contributions
- $602,188
- Total income / additions
- $3,253,219
- Benefits paid
- $992,482
- Administrative expenses
- $41,206
- Total expenses
- $1,033,688
- Net increase / (decrease)
- $2,219,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Direct Advisors, LLC | NONE | $28,915 | not reported in the loaded dataset |
| The Vanguard Group | NONE | $12,291 | $0 |