M.B. Herzog Electric, 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, M.B. Herzog Electric, Inc. (EIN 95-3261407) is a plan sponsor located in Paramount, CA 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
95-3261407
Location
Paramount, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.2MSummed across loaded plans$14,199,383
Total reported assets$19M$18,951,981
Total reported participants38
Total reported liabilities$4.8M$4,752,598

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$14.2MLiabilities$4.8M
Contributions & income
Employer contributions$715.7K
Participant contributionsNot reported
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$836K
Total expenses$1.1M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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

M.B. Herzog Electric, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
M.B. Herzog Electric, Inc. Employee Stock Ownership Plan00238$18,951,9812023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for M.B. Herzog Electric, Inc.
YearPlanParticipantsSchedulesFiling
2023M.B. Herzog Electric, Inc. Employee Stock Ownership Plan38I20250416135815NAL0002282675001

Related Form 5500 pages