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, The Emerson Group Retirement Plan is a benefit plan reported by S. Emerson Group, Inc. under EIN 23-2811186 and plan number 002. The latest loaded filing year is 2023. The filing reports 251 participants and $69,679,701 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,679,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,679,701
- Net assets (BOY)
- $52,513,838
Income & contributions
- Employer contributions
- $6,453,450
- Participant contributions
- $935,784
- Total contributions
- $8,950,656
- Total income / additions
- $18,898,262
Expenses & distributions
- Benefits paid
- $1,731,924
- Administrative expenses
- $475
- Total expenses
- $1,732,399
- Net increase / (decrease)
- $17,165,863