Plan5500

E.B.S. 401k Plan — Form 5500 plan (Ernest Bock & Sons, 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.B.S. 401k Plan is a benefit plan reported by Ernest Bock & Sons, Inc. under EIN 23-1730606 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $5,031,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernest Bock & Sons, Inc.
EIN
23-1730606
Plan number
001
Plan type
3
Location
Philadelphia, PA
Latest filing year
2023
Participants
300
End-of-year plan assets
$5,031,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241010113931NAL0011424979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,031,951
Total liabilities (EOY)
$0
Net assets (EOY)
$5,031,951
Net assets (BOY)
$4,182,563

Income & contributions

Employer contributions
$49,575
Participant contributions
$238,231
Total contributions
$287,806
Total income / additions
$962,589

Expenses & distributions

Benefits paid
$88,171
Administrative expenses
$25,030
Total expenses
$113,201
Net increase / (decrease)
$849,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable AdvisorsRIA$19,892not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPING PROVIDER$476$02023

Related Form 5500 pages