Mower Employee Stock Ownership Plan — Form 5500 plan (Eric Mower And Associates, 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, Mower Employee Stock Ownership Plan is a benefit plan reported by Eric Mower And Associates, Inc. under EIN 15-0613861 and plan number 003. The latest loaded filing year is 2023. The filing reports 141 participants and $9,139,911 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eric Mower And Associates, Inc.
- EIN
- 15-0613861
- Plan number
- 003
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $9,139,911
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H | 20241015085334NAL0014275043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,139,911
- Total liabilities (EOY)
- $8,003,327
- Net assets (EOY)
- $1,136,584
- Net assets (BOY)
- -$3,554,728
Income & contributions
- Employer contributions
- $2,478,647
- Total contributions
- $2,478,647
- Total income / additions
- $5,043,883
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $95
- Total expenses
- $352,571
- Net increase / (decrease)
- $4,691,312
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.