Extol, Inc. Employee Stock Ownership Plan — Form 5500 plan (Extol, 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, Extol, Inc. Employee Stock Ownership Plan is a benefit plan reported by Extol, Inc. under EIN 38-2756922 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $2,329,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Extol, Inc.
EIN
38-2756922
Plan number
002
Plan type
2
Location
Zeeland, MI
Latest filing year
2023
Participants
140
End-of-year plan assets
$2,329,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240606142416NAL0022311009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,329,475
Total liabilities (EOY)
$0
Net assets (EOY)
$2,329,475
Net assets (BOY)
$1,725,050

Income & contributions

Employer contributions
$227,700
Total contributions
$227,700
Total income / additions
$640,015

Expenses & distributions

Benefits paid
$30,230
Administrative expenses
$5,360
Total expenses
$35,590
Net increase / (decrease)
$604,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vision Esop ValuationVALUATION SERVICES$5,000not reported in the loaded dataset2023

Related Form 5500 pages