A. D. Naylor & Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (A. D. Naylor & Company, 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, A. D. Naylor & Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by A. D. Naylor & Company, Inc. under EIN 52-0745889 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $990,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. D. Naylor & Company, Inc.
- EIN
- 52-0745889
- Plan number
- 002
- Plan type
- 2
- Location
- Oakland, MD
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $990,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240725092404NAL0023681776001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $990,764
- Net assets (EOY)
- $990,764
- Net assets (BOY)
- $957,018
Income & contributions
- Employer contributions
- $2,830
- Participant contributions
- $12,872
- Total income / additions
- $141,247
Expenses & distributions
- Benefits paid
- $100,518
- Administrative expenses
- $6,983
- Total expenses
- $107,501
- Net increase / (decrease)
- $33,746
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.