Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan — Form 5500 plan (Ayers/Saint/Gross, Incorporated)

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, Ayers/Saint/Gross, Incorporated Employee Stock Ownership Plan is a benefit plan reported by Ayers/Saint/Gross, Incorporated under EIN 52-0899570 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $39,250,128 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.3MPlan net assets, end of year$34,279,242
Participants275Covered participants reported
Assets / participant$142.7KComputed: assets ÷ participants$142,728 (computed)
Provider compensationNone reported
Plan sponsor
Ayers/Saint/Gross, Incorporated
EIN
52-0899570
Plan number
002
Plan type
2
Location
Baltimore, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H20240923094800NAL0020133968001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.3M total assets
Net assets$34.3MLiabilities$5M
Money in vs. money out
Total income / additions$4.1M
Total expenses$793.3K
Benefits paid / distributions$604.9K
Contributions
Employer$2.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$39,250,128
Total liabilities (EOY)
$4,970,886
Net assets (EOY)
$34,279,242
Net assets (BOY)
$30,932,513

Income & contributions

Employer contributions
$2,368,218
Total contributions
$2,368,218
Total income / additions
$4,140,064

Expenses & distributions

Benefits paid
$604,948
Administrative expenses
$0
Total expenses
$793,335
Net increase / (decrease)
$3,346,729
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income15%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages