Plan5500

E & A Markets, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (E & A Markets, Inc.)

Plain-English plan 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, E & A Markets, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by E & A Markets, Inc. under EIN 05-0304854 and plan number 002. The latest loaded filing year is 2023. The filing reports 293 participants and $12,016,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E & A Markets, Inc.
EIN
05-0304854
Plan number
002
Plan type
3
Location
Westerly, RI
Latest filing year
2023
Participants
293
End-of-year plan assets
$12,016,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20241007100932NAL0025906240003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,016,515
Net assets (EOY)
$12,016,515
Net assets (BOY)
$10,845,953

Income & contributions

Employer contributions
$632,956
Participant contributions
$222,338
Total contributions
$855,294
Total income / additions
$2,113,372

Expenses & distributions

Benefits paid
$824,872
Administrative expenses
$117,938
Total expenses
$942,810
Net increase / (decrease)
$1,170,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bny MellonINVESTMENT MANAGER$78,686not reported in the loaded dataset2023
Rpcg, LLCTHIRD PARTY ADMINISTRATO$22,096not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$17,105not reported in the loaded dataset2023

Related Form 5500 pages