A. Epstein & Sons International, Inc. Employee Stock Ownership Plan — Form 5500 plan (A. Epstein & Sons International, 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, A. Epstein & Sons International, Inc. Employee Stock Ownership Plan is a benefit plan reported by A. Epstein & Sons International, Inc. under EIN 36-3513737 and plan number 005. The latest loaded filing year is 2023. The filing reports 182 participants and $12,240,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. Epstein & Sons International, Inc.
- EIN
- 36-3513737
- Plan number
- 005
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H | 20241002101712NAL0004712611001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $12,240,890
- Total liabilities (EOY)
- $3,347
- Net assets (EOY)
- $12,237,543
- Net assets (BOY)
- $10,539,331
Income & contributions
- Employer contributions
- $286,732
- Total contributions
- $286,732
- Total income / additions
- $2,642,087
Expenses & distributions
- Benefits paid
- $943,875
- Administrative expenses
- $0
- Total expenses
- $943,875
- Net increase / (decrease)
- $1,698,212
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.