2023 Form 5500 filing — Mower Employee Stock Ownership 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 20241015085334NAL0014275043001) for Mower Employee Stock Ownership Plan, reported by Eric Mower And Associates, Inc. under EIN 15-0613861 and plan number 003. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,136,584
Participants141
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015085334NAL0014275043001
Plan sponsor
Eric Mower And Associates, Inc.
EIN
15-0613861
Plan number
003
Location
Syracuse, NY
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)$9.1M total assets
Net assets$1.1MLiabilities$8M
Money in vs. money out
Total income / additions$5M
Total expenses$352.6K
Benefits paid / distributions$0
Contributions
Employer$2.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,139,911
Total liabilities (EOY)
$8,003,327
Net assets (EOY)
$1,136,584
Employer contributions
$2,478,647
Total income / additions
$5,043,883
Benefits paid
$0
Administrative expenses
$95
Total expenses
$352,571
Net increase / (decrease)
$4,691,312

Related Form 5500 pages