Mounds East, Inc. Employee Stock Ownership Plan — Form 5500 plan (Mounds East, 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, Mounds East, Inc. Employee Stock Ownership Plan is a benefit plan reported by Mounds East, Inc. under EIN 39-1795845 and plan number 002. The latest loaded filing year is 2023. The filing reports 34 participants and $39,688,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mounds East, Inc.
- EIN
- 39-1795845
- Plan number
- 002
- Plan type
- 2
- Location
- Sun Prairie, WI
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $39,688,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20240822145405NAL0003103667001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $39,688,819
- Total liabilities (EOY)
- $3,850,278
- Net assets (EOY)
- $35,838,541
- Net assets (BOY)
- $33,758,496
Income & contributions
- Employer contributions
- $99,715
- Total income / additions
- $4,162,644
Expenses & distributions
- Benefits paid
- $2,042,616
- Administrative expenses
- $2,021
- Total expenses
- $2,082,599
- Net increase / (decrease)
- $2,080,045
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.