Employee-Owned Companies, Inc. Dba E-O-C, Inc. — 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, Employee-Owned Companies, Inc. Dba E-O-C, Inc. (EIN 81-2641950) is a plan sponsor located in Irving, TX with 1 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
81-2641950
Location
Irving, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,343,734
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$50,343,734

Contributions & income

Employer contributions
$2,384,561
Participant contributions
$2,801,795
Total income / additions
$21,664,288

Expenses & distributions

Benefits paid / distributions
$67,722,987
Total expenses
$67,819,266
Net increase / (decrease)
-$46,154,978

Coverage

Total reported participants
1,091
Plans with financial statements
2
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

Employee-Owned Companies, Inc. Dba E-O-C, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Eoc Holdings, LLC 401(K) Profit Sharing Plan001477$40,505,3552023
Employee-Owned Companies, Inc. Employees' Stock Ownership Plan002614$9,838,3792023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Employee-Owned Companies, Inc. Dba E-O-C, Inc.
YearPlanParticipantsSchedulesFiling
2023Eoc Holdings, LLC 401(K) Profit Sharing Plan477H, C20241003090529NAL0010312993001
2023Employee-Owned Companies, Inc. Employees' Stock Ownership Plan614H20241014160611NAL0026668257001

Related Form 5500 pages