Emerald Asset Management Employee Stock Ownership Plan — Form 5500 plan (Emerald Asset Management, 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, Emerald Asset Management Employee Stock Ownership Plan is a benefit plan reported by Emerald Asset Management, Inc. under EIN 23-2650313 and plan number 002. The latest loaded filing year is 2023. The filing reports 49 participants and $33,925,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Emerald Asset Management, Inc.
- EIN
- 23-2650313
- Plan number
- 002
- Plan type
- 2
- Location
- Leola, PA
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $33,925,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240729133227NAL0019376305001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $33,925,511
- Total liabilities (EOY)
- $2,825,239
- Net assets (EOY)
- $31,100,272
- Net assets (BOY)
- $28,508,695
Income & contributions
- Employer contributions
- $906,756
- Total income / additions
- $3,212,808
Expenses & distributions
- Benefits paid
- $455,980
- Total expenses
- $621,231
- Net increase / (decrease)
- $2,591,577
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.