How many benefit plans does Powers And Sons, LLC report on Form 5500?

Powers And Sons, LLC (EIN 33-1009205) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Powers And Sons, LLC?

The Employer Identification Number (EIN) reported for Powers And Sons, LLC is 33-1009205.

What is the latest Form 5500 filing year for Powers And Sons, LLC?

The latest loaded Form 5500 filing year for Powers And Sons, LLC is 2023.

Powers And Sons, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Powers And Sons, LLC (EIN 33-1009205) is a plan sponsor located in Montpelier, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 33-1009205
Location: Montpelier, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $18,335,859
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $18,335,859

Contributions & income

Employer contributions: $506,956
Participant contributions: $801,136
Total income / additions: $3,650,370

Expenses & distributions

Benefits paid / distributions: $2,183,899
Total expenses: $2,256,467
Net increase / (decrease): $1,393,903

Coverage

Total reported participants: 811
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Powers And Sons, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Powers And Sons, LLC 401(K) Plan	001	520	$18,335,859	2023
Powers-Pioneer Group Life & Health Insurance Plan	501	291	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Powers And Sons, LLC
Year	Plan	Participants	Schedules	Filing
2023	Powers And Sons, LLC 401(K) Plan	520	H, C	20241009075403NAL0018880385001
2023	Powers-Pioneer Group Life & Health Insurance Plan	291	—	20250217134336NAL0002823408001