Plan5500

Ernie Ball, Inc. 401k Profit Sharing Plan — Form 5500 plan (Ernie Ball, 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, Ernie Ball, Inc. 401k Profit Sharing Plan is a benefit plan reported by Ernie Ball, Inc. under EIN 95-2378345 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $11,766,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ernie Ball, Inc.
EIN
95-2378345
Plan number
001
Plan type
2
Location
Coachella, CA
Latest filing year
2023
Participants
634
End-of-year plan assets
$11,766,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023634H, C20241003225605NAL0018949936001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,766,173
Total liabilities (EOY)
$0
Net assets (EOY)
$11,766,173
Net assets (BOY)
$9,961,685

Income & contributions

Employer contributions
$131,104
Participant contributions
$725,167
Total contributions
$856,271
Total income / additions
$2,496,372

Expenses & distributions

Benefits paid
$583,350
Administrative expenses
$108,534
Total expenses
$691,884
Net increase / (decrease)
$1,804,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fortem FinancialFINANCIAL ADVISOR$30,524not reported in the loaded dataset2023
Wilshire AssociatesFINANCIAL ADVISOR$5,087not reported in the loaded dataset2023
John HancockRECORDKEEPER$2,928not reported in the loaded dataset2023

Related Form 5500 pages