Plan5500

Ergon 401(K) Plan — Form 5500 plan (Ergon, 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, Ergon 401(K) Plan is a benefit plan reported by Ergon, Inc. under EIN 64-0503423 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,337 participants and $651,370,894 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ergon, Inc.
EIN
64-0503423
Plan number
002
Plan type
2
Location
Flowood, MS
Latest filing year
2023
Participants
4,337
End-of-year plan assets
$651,370,894

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,337H, C20251219160530NAL0006860833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$651,370,894
Total liabilities (EOY)
$0
Net assets (EOY)
$651,370,894
Net assets (BOY)
$560,121,040

Income & contributions

Employer contributions
$24,694,397
Participant contributions
$18,985,159
Total contributions
$49,798,999
Total income / additions
$141,779,865

Expenses & distributions

Benefits paid
$50,002,823
Administrative expenses
$627,306
Total expenses
$50,633,968
Net increase / (decrease)
$91,145,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$345,182$02023
Ubs Financial Services IncINVESTMENT ADVISOR$282,124not reported in the loaded dataset2023

Related Form 5500 pages