Edgerton Gear, Inc. Employee Stock Ownership Plan — Form 5500 plan (Edgerton Gear, 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, Edgerton Gear, Inc. Employee Stock Ownership Plan is a benefit plan reported by Edgerton Gear, Inc. under EIN 39-1269879 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $2,317,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgerton Gear, Inc.
- EIN
- 39-1269879
- Plan number
- 001
- Plan type
- 2
- Location
- Edgerton, WI
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $2,317,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20241011083941NAL0021538017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,317,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,317,246
- Net assets (BOY)
- $1,287,136
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,051,120
Expenses & distributions
- Benefits paid
- $21,010
- Administrative expenses
- $0
- Total expenses
- $21,010
- Net increase / (decrease)
- $1,030,110
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.