Employee-Owned Companies, Inc. Employees' Stock Ownership Plan — Form 5500 plan (Employee-Owned Companies, Inc. Dba E-O-C, 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, Employee-Owned Companies, Inc. Employees' Stock Ownership Plan is a benefit plan reported by Employee-Owned Companies, Inc. Dba E-O-C, Inc. under EIN 81-2641950 and plan number 002. The latest loaded filing year is 2023. The filing reports 614 participants and $9,838,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employee-Owned Companies, Inc. Dba E-O-C, Inc.
- EIN
- 81-2641950
- Plan number
- 002
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $9,838,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,838,379
- Net assets (BOY)
- $68,982,743
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,893,534
Expenses & distributions
- Benefits paid
- $66,036,147
- Administrative expenses
- $1,751
- Total expenses
- $66,037,898
- Net increase / (decrease)
- -$59,144,364
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.