Emkay Inc. Voluntary Savings Plan — Form 5500 plan (Emkay 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, Emkay Inc. Voluntary Savings Plan is a benefit plan reported by Emkay Inc. under EIN 36-2089149 and plan number 003. The latest loaded filing year is 2023. The filing reports 176 participants and $17,876,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emkay Inc.
- EIN
- 36-2089149
- Plan number
- 003
- Plan type
- 2
- Location
- Itasca, IL
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $17,876,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241015140934NAL0058039362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,876,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,876,093
- Net assets (BOY)
- $17,319,615
Income & contributions
- Employer contributions
- $242,330
- Participant contributions
- $786,902
- Total contributions
- $1,297,027
- Total income / additions
- $4,079,944
Expenses & distributions
- Benefits paid
- $3,515,327
- Administrative expenses
- $8,139
- Total expenses
- $3,523,466
- Net increase / (decrease)
- $556,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,025 | $0 | 2023 |