2023 Form 5500 filing — E.J. Pope & Son, Inc. 401(K) Retirement 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 20250715080358NAL0004172306001) for E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan, reported by E.J. Pope & Son, Inc. under EIN 56-0660936 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.7MReported net assets$8,689,770
Participants170
Provider compensation$3.2K2 Schedule C row(s)$3,171
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715080358NAL0004172306001
- Plan sponsor
- E.J. Pope & Son, Inc.
- EIN
- 56-0660936
- Plan number
- 001
- Location
- Mount Olive, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,689,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,689,770
- Employer contributions
- $83,650
- Participant contributions
- $412,448
- Total income / additions
- $2,100,490
- Benefits paid
- $1,225,068
- Administrative expenses
- $3,171
- Total expenses
- $1,228,401
- Net increase / (decrease)
- $872,089
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,266 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $905 | not reported in the loaded dataset |