Who sponsors the E Block, Corp. 401(K) Plan?

E Block, Corp. 401(K) Plan is reported as sponsored by E Block, Corp. (EIN 82-5194233, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for E Block, Corp. 401(K) Plan?

The latest Form 5500 filing year loaded for E Block, Corp. 401(K) Plan is 2023.

How many participants does E Block, Corp. 401(K) Plan report?

E Block, Corp. 401(K) Plan reports 435 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for E Block, Corp. 401(K) Plan?

E Block, Corp. 401(K) Plan reports $5,751,547 in end-of-year plan assets in its latest loaded Form 5500 filing.

E Block, Corp. 401(K) Plan — Form 5500 plan (E Block, Corp.)

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 Block, Corp. 401(K) Plan is a benefit plan reported by E Block, Corp. under EIN 82-5194233 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $5,751,547 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.8MPlan net assets, end of year$5,751,547

Participants435Covered participants reported

Assets / participant$13.2KComputed: assets ÷ participants$13,222 (computed)

Provider compensation$74.1K2 Schedule C provider row(s)$74,111

Plan sponsor: E Block, Corp.
EIN: 82-5194233
Plan number: 001
Plan type: 2
Location: Burlington, VT
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	435	H, C	20250102125019NAL0003135200001

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)$5.8M total assets

Net assets$5.8MLiabilities$0

Money in vs. money out

Total income / additions$3.2M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$601.9K

Participant$1.4M

Full reported line items

Net assets

Total assets (EOY): $5,751,547
Total liabilities (EOY): $0
Net assets (EOY): $5,751,547
Net assets (BOY): $3,816,964

Income & contributions

Employer contributions: $601,895
Participant contributions: $1,375,171
Total contributions: $2,406,172
Total income / additions: $3,218,223

Expenses & distributions

Benefits paid: $1,228,281
Administrative expenses: $54,645
Total expenses: $1,283,640
Net increase / (decrease): $1,934,583

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.

Contribution share (employer vs. participant)

30%70%

Employer 30%Participant 70%

Total expenses ÷ net assets22%Computed ratio

Benefits paid ÷ total income38%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$54,645	$0	2023
Morgan Stanley Insurance Services I	OTHER SERVICES	$0	$19,466	2023