Esi Inc. Of Tennessee Employee Stock Ownership Plan — Form 5500 plan (Esi Inc. Of Tennessee)

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, Esi Inc. Of Tennessee Employee Stock Ownership Plan is a benefit plan reported by Esi Inc. Of Tennessee under EIN 62-1026418 and plan number 002. The latest loaded filing year is 2023. The filing reports 60 participants and $309,152 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$5.7MPlan net assets, end of year-$5,712,306
Participants60Covered participants reported
Assets / participant$5.2KComputed: assets ÷ participants$5,153 (computed)
Provider compensationNone reported
Plan sponsor
Esi Inc. Of Tennessee
EIN
62-1026418
Plan number
002
Plan type
2
Location
Kennesaw, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    60 participants · 2Sch I
    View filing →
Schedule I · 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)$309.2K total assets
Net assets-$5.7MLiabilities$6M
Money in vs. money out
Total income / additions$456.3K
Total expenses$172.8K
Benefits paid / distributions$9.5K
Contributions
Employer$507.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$309,152
Total liabilities (EOY)
$6,021,458
Net assets (EOY)
-$5,712,306
Net assets (BOY)
-$5,995,823

Income & contributions

Employer contributions
$507,349
Total income / additions
$456,349

Expenses & distributions

Benefits paid
$9,487
Total expenses
$172,832
Net increase / (decrease)
$283,517
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.

Benefits paid ÷ total income2%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages