Team Ejp 401(K) Retirement Savings Plan — Form 5500 plan (Everett J. Prescott, Inc.)

Plain-English plan 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, Team Ejp 401(K) Retirement Savings Plan is a benefit plan reported by Everett J. Prescott, Inc. under EIN 01-0247432 and plan number 002. The latest loaded filing year is 2023. The filing reports 391 participants and $26,283,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Everett J. Prescott, Inc.
EIN
01-0247432
Plan number
002
Plan type
2
Location
Gardiner, ME
Latest filing year
2023
Participants
391
End-of-year plan assets
$26,283,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20240828134730NAL0011889505003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,283,327
Net assets (EOY)
$26,283,327
Net assets (BOY)
$21,129,426

Income & contributions

Employer contributions
$560,922
Participant contributions
$2,540,185
Total contributions
$4,079,335
Total income / additions
$7,650,030

Expenses & distributions

Benefits paid
$2,404,475
Administrative expenses
$91,654
Total expenses
$2,496,129
Net increase / (decrease)
$5,153,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - EpsREGISTERED INVESTMENT ADV$35,646$02023
Merrill Lynch - FasREGISTERED IN VESTMENT AD$23,764$02023
John Hancock Life Insurance CompanyRECORDKEEPING AND INFORMA$2,093$02023

Related Form 5500 pages