Plan5500

Ernst Enterprises Retirement Savings Plan — Form 5500 plan (Ernst 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, Ernst Enterprises Retirement Savings Plan is a benefit plan reported by Ernst Enterprises, Inc. under EIN 31-1031307 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,212 participants and $103,099,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernst Enterprises, Inc.
EIN
31-1031307
Plan number
001
Plan type
2
Location
Vandalia, OH
Latest filing year
2023
Participants
1,212
End-of-year plan assets
$103,099,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,212H, C20240815144557NAL0013210593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,099,316
Total liabilities (EOY)
$0
Net assets (EOY)
$103,099,316
Net assets (BOY)
$78,978,632

Income & contributions

Employer contributions
$14,444,452
Participant contributions
$5,172,956
Total contributions
$19,821,490
Total income / additions
$30,811,973

Expenses & distributions

Benefits paid
$6,460,707
Administrative expenses
$23,300
Total expenses
$6,691,289
Net increase / (decrease)
$24,120,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$23,300$02023

Related Form 5500 pages