Pridgeon & Clay, Inc Employee Stock Ownership Plan — Form 5500 plan (Pridgeon & Clay, 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, Pridgeon & Clay, Inc Employee Stock Ownership Plan is a benefit plan reported by Pridgeon & Clay, Inc. under EIN 38-1310157 and plan number 004. The latest loaded filing year is 2023. The filing reports 656 participants and $14,512,856 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.5MPlan net assets, end of year$14,512,856
Participants656Covered participants reported
Assets / participant$22.1KComputed: assets ÷ participants$22,123 (computed)
Provider compensationNone reported
Plan sponsor
Pridgeon & Clay, Inc.
EIN
38-1310157
Plan number
004
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    656 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.5M total assets
Net assets$14.5MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$681.4K
Benefits paid / distributions$681.2K
Full reported line items

Net assets

Total assets (EOY)
$14,512,856
Total liabilities (EOY)
$0
Net assets (EOY)
$14,512,856
Net assets (BOY)
$10,533,275

Income & contributions

Total contributions
$0
Total income / additions
$4,660,989

Expenses & distributions

Benefits paid
$681,225
Administrative expenses
$183
Total expenses
$681,408
Net increase / (decrease)
$3,979,581
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages