2023 Form 5500 filing — E & A Markets, Inc. 401(K) Profit Sharing 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 20241007100932NAL0025906240003) for E & A Markets, Inc. 401(K) Profit Sharing Plan, reported by E & A Markets, Inc. under EIN 05-0304854 and plan number 002. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100932NAL0025906240003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- E & A Markets, Inc.
- EIN
- 05-0304854
- Plan number
- 002
- Location
- Westerly, RI
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,016,515
- Net assets (EOY)
- $12,016,515
- Employer contributions
- $632,956
- Participant contributions
- $222,338
- Total income / additions
- $2,113,372
- Benefits paid
- $824,872
- Administrative expenses
- $117,938
- Total expenses
- $942,810
- Net increase / (decrease)
- $1,170,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bny Mellon | INVESTMENT MANAGER | $78,686 | not reported in the loaded dataset |
| Rpcg, LLC | THIRD PARTY ADMINISTRATO | $22,096 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $17,105 | not reported in the loaded dataset |