Ewing-Foley, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ewing-Foley, 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, Ewing-Foley, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ewing-Foley, Inc. under EIN 94-1535556 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $24,085,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ewing-Foley, Inc.
EIN
94-1535556
Plan number
002
Plan type
2
Location
Cupertino, CA
Latest filing year
2023
Participants
130
End-of-year plan assets
$24,085,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20250626171440NAL0013100672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,085,723
Total liabilities (EOY)
$1,314
Net assets (EOY)
$24,084,409
Net assets (BOY)
$22,606,794

Income & contributions

Employer contributions
$960,000
Total contributions
$960,000
Total income / additions
$2,748,557

Expenses & distributions

Benefits paid
$1,224,153
Administrative expenses
$46,789
Total expenses
$1,270,942
Net increase / (decrease)
$1,477,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Savant Investment Group, LLCINVESTMENT ADVISOR$46,628not reported in the loaded dataset2023

Related Form 5500 pages