Plan5500

Ermco, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ermco, 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, Ermco, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ermco, Inc. under EIN 35-1071084 and plan number 004. The latest loaded filing year is 2023. The filing reports 136 participants and $89,686,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ermco, Inc.
EIN
35-1071084
Plan number
004
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
136
End-of-year plan assets
$89,686,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241010091715NAL0011326611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$89,686,628
Total liabilities (EOY)
$4,293,651
Net assets (EOY)
$85,392,977
Net assets (BOY)
$61,251,114

Income & contributions

Employer contributions
$1,997,207
Total contributions
$1,997,207
Total income / additions
$26,024,877

Expenses & distributions

Benefits paid
$1,700,150
Administrative expenses
$55,875
Total expenses
$1,883,014
Net increase / (decrease)
$24,141,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
GreatbancTRUSTEE$53,058not reported in the loaded dataset2023
Principal Life InsPLAN ADMINISTRATOR$10,202not reported in the loaded dataset2023

Related Form 5500 pages