2023 Form 5500 filing — Emery & Webb 401k Savings 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 20241010084534NAL0011306051001) for Emery & Webb 401k Savings Plan, reported by Emery & Webb, Inc. under EIN 14-1162720 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084534NAL0011306051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emery & Webb, Inc.
- EIN
- 14-1162720
- Plan number
- 001
- Location
- Fishkill, NY
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,076,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,076,873
- Employer contributions
- $220,263
- Participant contributions
- $561,922
- Total income / additions
- $3,008,509
- Benefits paid
- $2,126,681
- Administrative expenses
- $95,960
- Total expenses
- $2,222,641
- Net increase / (decrease)
- $785,868
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $54,889 | $0 |
| Wells Fargo Advisors | NONE | $30,572 | not reported in the loaded dataset |
| Prager Metis Cpas, LLC | NONE | $10,400 | not reported in the loaded dataset |