E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (E.J. Pope & Son, 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, E.J. Pope & Son, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by E.J. Pope & Son, Inc. under EIN 56-0660936 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $8,689,770 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.7MPlan net assets, end of year$8,689,770
Participants170Covered participants reported
Assets / participant$51.1KComputed: assets ÷ participants$51,116 (computed)
Provider compensation$3.2K2 Schedule C provider row(s)$3,171
- Plan sponsor
- E.J. Pope & Son, Inc.
- EIN
- 56-0660936
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Olive, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250715080358NAL0004172306001 |
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,689,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,689,770
- Net assets (BOY)
- $7,817,681
Income & contributions
- Employer contributions
- $83,650
- Participant contributions
- $412,448
- Total contributions
- $500,049
- Total income / additions
- $2,100,490
Expenses & distributions
- Benefits paid
- $1,225,068
- Administrative expenses
- $3,171
- Total expenses
- $1,228,401
- Net increase / (decrease)
- $872,089
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.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,266 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $905 | not reported in the loaded dataset | 2023 |