Emery & Sons Construction Group, LLC Retirement And Savings Plan — Form 5500 plan (Emery & Sons Construction Group, LLC)

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, Emery & Sons Construction Group, LLC Retirement And Savings Plan is a benefit plan reported by Emery & Sons Construction Group, LLC under EIN 83-0966301 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $26,268,871 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emery & Sons Construction Group, LLC
EIN
83-0966301
Plan number
002
Plan type
2
Location
Salem, OR
Latest filing year
2023
Participants
246
End-of-year plan assets
$26,268,871

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023246H, C20241009160855NAL0031813648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,268,871
Total liabilities (EOY)
$795
Net assets (EOY)
$26,268,076
Net assets (BOY)
$18,953,192

Income & contributions

Employer contributions
$1,864,744
Participant contributions
$825,637
Total contributions
$2,744,069
Total income / additions
$9,143,791

Expenses & distributions

Benefits paid
$1,804,829
Administrative expenses
$24,078
Total expenses
$1,828,907
Net increase / (decrease)
$7,314,884

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy Dahl & HolstINVESTMENT ADVISOR$12,762not reported in the loaded dataset2023
Spectrum Pension Consultants, Inc.RECORDKEEPER$11,316not reported in the loaded dataset2023

Related Form 5500 pages