M.B. Herzog Electric, Inc. Employee Stock Ownership Plan — Form 5500 plan (M.B. Herzog Electric, 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, M.B. Herzog Electric, Inc. Employee Stock Ownership Plan is a benefit plan reported by M.B. Herzog Electric, Inc. under EIN 95-3261407 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $18,951,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M.B. Herzog Electric, Inc.
- EIN
- 95-3261407
- Plan number
- 002
- Plan type
- 2
- Location
- Paramount, CA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $18,951,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20250416135815NAL0002282675001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,951,981
- Total liabilities (EOY)
- $4,752,598
- Net assets (EOY)
- $14,199,383
- Net assets (BOY)
- $12,756,579
Income & contributions
- Employer contributions
- $715,661
- Total income / additions
- $2,517,123
Expenses & distributions
- Benefits paid
- $835,962
- Administrative expenses
- $10,955
- Total expenses
- $1,074,319
- Net increase / (decrease)
- $1,442,804
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.