2023 Form 5500 filing — E & M Electric And Machinery, 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 20241009120043NAL0010582899001) for E & M Electric And Machinery, Inc. 401(K) Profit Sharing Plan, reported by E & M Electric And Machinery, Inc. under EIN 94-2190989 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120043NAL0010582899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E & M Electric And Machinery, Inc.
- EIN
- 94-2190989
- Plan number
- 002
- Location
- Healdsburg, CA
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,973,589
- Total liabilities (EOY)
- $18
- Net assets (EOY)
- $20,973,571
- Employer contributions
- $375,622
- Participant contributions
- $1,125,105
- Total income / additions
- $4,901,396
- Benefits paid
- $2,672,775
- Administrative expenses
- $78,639
- Total expenses
- $2,751,432
- Net increase / (decrease)
- $2,149,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $892 | not reported in the loaded dataset |