Plan5500

Emery & Sons Construction Group, LLC Retirement And Savings Plan — Form 5500 plan (Emery & Sons Construction Group, LLC)

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, Emery & Sons Construction Group, LLC Retirement And Savings Plan is a benefit plan reported by Emery & Sons Construction Group, LLC under EIN 83-0966301 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $26,268,871 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$26.3MPlan net assets, end of year$26,268,076
Participants246Covered participants reported
Assets / participant$106.8KComputed: assets ÷ participants$106,784 (computed)
Provider compensation$24.1K2 Schedule C provider row(s)$24,078
Plan sponsor
Emery & Sons Construction Group, LLC
EIN
83-0966301
Plan number
002
Plan type
2
Location
Salem, OR
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    246 participants · 2Sch HSch C
    View filing →
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)$26.3M total assets
Net assets$26.3MLiabilities$795
Money in vs. money out
Total income / additions$9.1M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$1.9M
Participant$825.6K
Full reported line items

Net assets

Total assets (EOY)
$26,268,871
Total liabilities (EOY)
$795
Net assets (EOY)
$26,268,076
Net assets (BOY)
$18,953,192

Income & contributions

Employer contributions
$1,864,744
Participant contributions
$825,637
Total contributions
$2,744,069
Total income / additions
$9,143,791

Expenses & distributions

Benefits paid
$1,804,829
Administrative expenses
$24,078
Total expenses
$1,828,907
Net increase / (decrease)
$7,314,884
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)
Employer 69%Participant 31%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Sloy Dahl & Holst$12.8K
    INVESTMENT ADVISOR · Direct $12.8K
  2. 2
    Spectrum Pension Consultants, Inc.$11.3K
    RECORDKEEPER · Direct $11.3K

What to inspect next

Frequently asked questions

Who sponsors the Emery & Sons Construction Group, LLC Retirement And Savings Plan?
Emery & Sons Construction Group, LLC Retirement And Savings Plan is reported as sponsored by Emery & Sons Construction Group, LLC (EIN 83-0966301, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Emery & Sons Construction Group, LLC Retirement And Savings Plan?
The latest Form 5500 filing year loaded for Emery & Sons Construction Group, LLC Retirement And Savings Plan is 2023.
How many participants does Emery & Sons Construction Group, LLC Retirement And Savings Plan report?
Emery & Sons Construction Group, LLC Retirement And Savings Plan reports 246 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Emery & Sons Construction Group, LLC Retirement And Savings Plan?
Emery & Sons Construction Group, LLC Retirement And Savings Plan reports $26,268,871 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages