2023 Form 5500 filing — Emery Sapp 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002102006NAL0003945315001) for Emery Sapp 401(K) Plan, reported by Emery Sapp Construction, Inc. under EIN 52-2144296 and plan number 001. It reports 1,885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35MReported net assets$35,011,142
Participants1.9K1,885
Provider compensation$2K1 Schedule C row(s)$2,013
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002102006NAL0003945315001
- Plan sponsor
- Emery Sapp Construction, Inc.
- EIN
- 52-2144296
- Plan number
- 001
- Location
- Columbia, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,011,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,011,142
- Employer contributions
- $0
- Participant contributions
- $3,045,153
- Total income / additions
- $9,103,623
- Benefits paid
- $3,287,954
- Administrative expenses
- $51,959
- Total expenses
- $3,472,113
- Net increase / (decrease)
- $5,631,510
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,013 | not reported in the loaded dataset |