Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust — Form 5500 plan (Espey Mfg. & Electronics Corp.)
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, Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust is a benefit plan reported by Espey Mfg. & Electronics Corp. under EIN 14-1387171 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $14,389,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Espey Mfg. & Electronics Corp.
- EIN
- 14-1387171
- Plan number
- 001
- Plan type
- 2
- Location
- Saratoga Springs, NY
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $14,389,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H | 20250106102151NAL0004385315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,389,422
- Total liabilities (EOY)
- $4,023,800
- Net assets (EOY)
- $10,365,622
- Net assets (BOY)
- $7,743,733
Income & contributions
- Employer contributions
- $339,777
- Total contributions
- $339,777
- Total income / additions
- $3,856,788
Expenses & distributions
- Benefits paid
- $1,103,211
- Administrative expenses
- $0
- Total expenses
- $1,234,899
- Net increase / (decrease)
- $2,621,889
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.