D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (D.K. Pierce & 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, D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by D.K. Pierce & Associates, Inc. under EIN 35-2038930 and plan number 002. The latest loaded filing year is 2023. The filing reports 25 participants and $2,104,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D.K. Pierce & Associates, Inc.
- EIN
- 35-2038930
- Plan number
- 002
- Plan type
- 2
- Location
- Zionsville, IN
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $2,104,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20241010170855NAL0020590753001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,104,010
- Total liabilities (EOY)
- $1,947,654
- Net assets (EOY)
- $156,356
- Net assets (BOY)
- -$271,789
Income & contributions
- Employer contributions
- $107,088
- Total income / additions
- $463,088
Expenses & distributions
- Total expenses
- $34,943
- Net increase / (decrease)
- $428,145
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.