Pridgeon & Clay, Inc Employee Stock Ownership Plan — Form 5500 plan (Pridgeon & Clay, 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, Pridgeon & Clay, Inc Employee Stock Ownership Plan is a benefit plan reported by Pridgeon & Clay, Inc. under EIN 38-1310157 and plan number 004. The latest loaded filing year is 2023. The filing reports 656 participants and $14,512,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pridgeon & Clay, Inc.
- EIN
- 38-1310157
- Plan number
- 004
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H | 20241008120907NAL0009621059001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $14,512,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,512,856
- Net assets (BOY)
- $10,533,275
Income & contributions
- Total contributions
- $0
- Total income / additions
- $4,660,989
Expenses & distributions
- Benefits paid
- $681,225
- Administrative expenses
- $183
- Total expenses
- $681,408
- Net increase / (decrease)
- $3,979,581
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.