Emery Sapp 401(K) Plan — Form 5500 plan (Emery Sapp Construction, 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, Emery Sapp 401(K) Plan is a benefit plan reported by Emery Sapp Construction, Inc. under EIN 52-2144296 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,885 participants and $35,011,142 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35MPlan net assets, end of year$35,011,142
Participants1.9KCovered participants reported1,885
Assets / participant$18.6KComputed: assets ÷ participants$18,574 (computed)
Provider compensation$2K1 Schedule C provider row(s)$2,013
- Plan sponsor
- Emery Sapp Construction, Inc.
- EIN
- 52-2144296
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,885 | H, C | 20241002102006NAL0003945315001 |
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)$35M total assets
Net assets$35MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,011,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,011,142
- Net assets (BOY)
- $29,377,778
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,045,153
- Total contributions
- $3,203,946
- Total income / additions
- $9,103,623
Expenses & distributions
- Benefits paid
- $3,287,954
- Administrative expenses
- $51,959
- Total expenses
- $3,472,113
- Net increase / (decrease)
- $5,631,510
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,013 | not reported in the loaded dataset | 2023 |