2023 Form 5500 filing — Emi Industries, LLC 401(K) & Bonus 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 20250429132622NAL0000548017001) for Emi Industries, LLC 401(K) & Bonus Plan, reported by Emi Industries LLC under EIN 59-3252776 and plan number 002. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.9MReported net assets$17,894,648
Participants368
Provider compensation$55.8K3 Schedule C row(s)$55,829
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250429132622NAL0000548017001
Plan sponsor
Emi Industries LLC
EIN
59-3252776
Plan number
002
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.9M total assets
Net assets$17.9MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$130.1K
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,894,648
Total liabilities (EOY)
$0
Net assets (EOY)
$17,894,648
Employer contributions
$130,053
Participant contributions
$1,054,391
Total income / additions
$3,853,947
Benefits paid
$1,605,700
Administrative expenses
$55,829
Total expenses
$1,664,826
Net increase / (decrease)
$2,189,121
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $39.4K
  2. 2
    RECORDKEEPER · Direct $13K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $3.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250429132622NAL0000548017001 cover?
It is the 2023 Form 5500 filing for Emi Industries, LLC 401(K) & Bonus Plan, reported by Emi Industries LLC (EIN 59-3252776).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages