Erving Industries, Inc. 401(K) Plan — Form 5500 plan (Erving Industries, 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, Erving Industries, Inc. 401(K) Plan is a benefit plan reported by Erving Industries, Inc. under EIN 04-1291330 and plan number 005. The latest loaded filing year is 2023. The filing reports 201 participants and $20,498,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Erving Industries, Inc.
- EIN
- 04-1291330
- Plan number
- 005
- Plan type
- 2
- Location
- Erving, MA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $20,498,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241011124036NAL0022753857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,498,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,498,750
- Net assets (BOY)
- $17,722,806
Income & contributions
- Employer contributions
- $394,791
- Participant contributions
- $764,271
- Total contributions
- $1,183,836
- Total income / additions
- $3,628,412
Expenses & distributions
- Benefits paid
- $834,688
- Administrative expenses
- $11,956
- Total expenses
- $852,468
- Net increase / (decrease)
- $2,775,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $27,413 | $0 | 2023 |
| Oconnor Davies, | ACCOUNTANT | $15,400 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $950 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Erving Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Erving, MA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Oconnor Davies, — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation