Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Marshall & Sterling Enterprises, 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, Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Marshall & Sterling Enterprises, Inc. under EIN 14-1769290 and plan number 003. The latest loaded filing year is 2023. The filing reports 657 participants and $201,746,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall & Sterling Enterprises, Inc.
- EIN
- 14-1769290
- Plan number
- 003
- Plan type
- 2
- Location
- Poughkeepsie, NY
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $201,746,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H | 20241010102049NAL0019908961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,746,967
- Total liabilities (EOY)
- $24,655,524
- Net assets (EOY)
- $177,091,443
- Net assets (BOY)
- $150,762,305
Income & contributions
- Employer contributions
- $7,526,331
- Total contributions
- $7,526,331
- Total income / additions
- $36,540,329
Expenses & distributions
- Benefits paid
- $10,211,191
- Administrative expenses
- $0
- Total expenses
- $10,211,191
- Net increase / (decrease)
- $26,329,138
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.