Emery & Webb 401k Savings Plan — Form 5500 plan (Emery & Webb, 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, Emery & Webb 401k Savings Plan is a benefit plan reported by Emery & Webb, Inc. under EIN 14-1162720 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $13,076,873 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emery & Webb, Inc.
EIN
14-1162720
Plan number
001
Plan type
2
Location
Fishkill, NY
Latest filing year
2023
Participants
129
End-of-year plan assets
$13,076,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241010084534NAL0011306051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,076,873
Total liabilities (EOY)
$0
Net assets (EOY)
$13,076,873
Net assets (BOY)
$12,291,005

Income & contributions

Employer contributions
$220,263
Participant contributions
$561,922
Total contributions
$816,543
Total income / additions
$3,008,509

Expenses & distributions

Benefits paid
$2,126,681
Administrative expenses
$95,960
Total expenses
$2,222,641
Net increase / (decrease)
$785,868

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$54,889$02023
Wells Fargo AdvisorsNONE$30,572not reported in the loaded dataset2023
Prager Metis Cpas, LLCNONE$10,400not reported in the loaded dataset2023

Related Form 5500 pages