E-Z Bel Employee Stock Ownership Plan — Form 5500 plan (E-Z Bel Holdings, 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, E-Z Bel Employee Stock Ownership Plan is a benefit plan reported by E-Z Bel Holdings, Inc under EIN 74-1894400 and plan number 002. The latest loaded filing year is 2023. The filing reports 238 participants and $6,370,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E-Z Bel Holdings, Inc
- EIN
- 74-1894400
- Plan number
- 002
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $6,370,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241014120224NAL0052153202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,370,591
- Total liabilities (EOY)
- $5,225,734
- Net assets (EOY)
- $1,144,857
- Net assets (BOY)
- -$332,282
Income & contributions
- Employer contributions
- $532,053
- Total contributions
- $532,053
- Total income / additions
- $1,913,967
Expenses & distributions
- Benefits paid
- $18,678
- Administrative expenses
- $326,922
- Total expenses
- $436,828
- Net increase / (decrease)
- $1,477,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Isaacks & Associates | TRUSTEE | $87,600 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies, LLC | CONTACT ADMINISTRATOR | $58,653 | not reported in the loaded dataset | 2023 |
| Schatz Brown Glassman | ESOP COUNSEL | $51,012 | not reported in the loaded dataset | 2023 |
| Vision Point Capital | APPRAISER | $44,827 | not reported in the loaded dataset | 2023 |
| Berman Hopkins | ADVISOR | $41,875 | not reported in the loaded dataset | 2023 |
| Huselton Morgan & Maults | ACCOUNTANT | $24,038 | not reported in the loaded dataset | 2023 |
| Sbng, Pc | ACCOUNTANT | $18,637 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E-Z Bel Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Isaacks & Associates — Schedule C compensation
- Transition Finance Strategies, LLC — Schedule C compensation
- Schatz Brown Glassman — Schedule C compensation
- Vision Point Capital — Schedule C compensation
- Berman Hopkins — Schedule C compensation
- Huselton Morgan & Maults — Schedule C compensation
- Sbng, Pc — Schedule C compensation