2023 Form 5500 filing — M.B. Herzog Electric, Inc. 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 20250416135815NAL0002282675001) for M.B. Herzog Electric, Inc. Employee Stock Ownership Plan, reported by M.B. Herzog Electric, Inc. under EIN 95-3261407 and plan number 002. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.2MReported net assets$14,199,383
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250416135815NAL0002282675001
- Plan sponsor
- M.B. Herzog Electric, Inc.
- EIN
- 95-3261407
- Plan number
- 002
- Location
- Paramount, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19M total assets
Net assets$14.2MLiabilities$4.8M
Full reported line items
- Total assets (EOY)
- $18,951,981
- Total liabilities (EOY)
- $4,752,598
- Net assets (EOY)
- $14,199,383
- Employer contributions
- $715,661
- Total income / additions
- $2,517,123
- Benefits paid
- $835,962
- Administrative expenses
- $10,955
- Total expenses
- $1,074,319
- Net increase / (decrease)
- $1,442,804