Plan Snapshot
- Plan Sponsor: E & V Energy Corporation
- Sponsor EIN: 150301010
- Sponsor Address: P.O. BOX 1226, WEEDSPORT, NY, 13166
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $5.0M | $110,053 | $381,870 |
| 2023 | 185 | $4.6M | $107,371 | $381,365 |
| 2022 | 180 | $3.9M | $107,503 | $389,101 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DAVIE KAPLAN, CPA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN, CPA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,300 | — | $5,300 | — | — |
| 2023 | $18,225 | — | $18,225 | — | — |
| 2022 | $5,675 | — | $5,675 | — | — |