The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan — Form 5500 plan (Elmer T. Herzog Jewelry, 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, The Elmer T. Herzog Jewelry, Inc. Profit Sharing Plan is a benefit plan reported by Elmer T. Herzog Jewelry, Inc. under EIN 61-0925881 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $3,921,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elmer T. Herzog Jewelry, Inc.
- EIN
- 61-0925881
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Mitchell, KY
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $3,921,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241210080038NAL0010020865001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,921,286
- Net assets (EOY)
- $3,921,286
- Net assets (BOY)
- $3,633,067
Income & contributions
- Employer contributions
- $17,465
- Participant contributions
- $27,441
- Total income / additions
- $528,009
Expenses & distributions
- Benefits paid
- $225,000
- Administrative expenses
- $14,790
- Total expenses
- $239,790
- Net increase / (decrease)
- $288,219
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.