Weston & Sampson, Inc. Employee Stock Ownership Plan — Form 5500 plan (Weston & Sampson, 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, Weston & Sampson, Inc. Employee Stock Ownership Plan is a benefit plan reported by Weston & Sampson, Inc. under EIN 20-1998367 and plan number 002. The latest loaded filing year is 2023. The filing reports 674 participants and $28,975,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weston & Sampson, Inc.
- EIN
- 20-1998367
- Plan number
- 002
- Plan type
- 2
- Location
- Reading, MA
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $28,975,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H | 20241014145752NAL0052780114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,975,529
- Total liabilities (EOY)
- $6,229,141
- Net assets (EOY)
- $22,746,388
- Net assets (BOY)
- $15,300,755
Income & contributions
- Employer contributions
- $10,150,337
- Total contributions
- $10,150,337
- Total income / additions
- $7,964,828
Expenses & distributions
- Benefits paid
- $442,821
- Administrative expenses
- $3,253
- Total expenses
- $519,195
- Net increase / (decrease)
- $7,445,633
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.