Emery Management Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Emery Management Services, 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, Emery Management Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Emery Management Services, Inc. under EIN 92-3430780 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $306,936 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emery Management Services, Inc.
EIN
92-3430780
Plan number
001
Plan type
2
Location
Sherwood, OR
Latest filing year
2023
Participants
1
End-of-year plan assets
$306,936

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240702173130NAL0011723986001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$306,936
Total liabilities (EOY)
$0
Net assets (EOY)
$306,936
Net assets (BOY)
$0

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$306,961

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$25
Net increase / (decrease)
$306,936

Service provider compensation (Schedule C)

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

Related Form 5500 pages