Ennis Electric Company, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Ennis Electric 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, Ennis Electric Company, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Ennis Electric Company Inc under EIN 54-0969294 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $16,838,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ennis Electric Company Inc
EIN
54-0969294
Plan number
002
Plan type
2
Location
Manassas, VA
Latest filing year
2023
Participants
162
End-of-year plan assets
$16,838,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240731063004NAL0012476211001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,838,082
Total liabilities (EOY)
$3,618,048
Net assets (EOY)
$13,220,034
Net assets (BOY)
$13,770,835

Income & contributions

Employer contributions
$481,939
Total contributions
$481,939
Total income / additions
$3,452,535

Expenses & distributions

Benefits paid
$3,888,987
Administrative expenses
$26,992
Total expenses
$4,003,336
Net increase / (decrease)
-$550,801

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,898not reported in the loaded dataset2023
Osaic Wealth IncOTHER SERVICES$12,079$2,3812023

Related Form 5500 pages