Medlock Employee Stock Ownership Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Medlock & Associates Engineering, P.a. · North Carolina · Professional & Technical Services
What the 2023 filing shows
Medlock Employee Stock Ownership Plan holds N/A for 12 participants.
- N/A
- total plan assets (2022 EOY)
- 12
- covered participants
What the Filing Says About Medlock Employee Stock Ownership Plan
Medlock Employee Stock Ownership Plan is a Other retirement plan sponsored by Medlock & Associates Engineering, P.a., headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 12 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 261264452, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 261264452 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medlock & Associates Engineering, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | N/A |
| 2023 | 1 | 11 | N/A |
Nearby Other Plans in North Carolina
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- Itg Brands, LLC Retirement Allowance Plan for Hourly Rated and/or Piecework Employees $437M · 317
Related Data
Guides
Frequently Asked Questions
How much money is in the Medlock Employee Stock Ownership Plan? ▼
What type of plan is Medlock Employee Stock Ownership Plan? ▼
Who sponsors the Medlock Employee Stock Ownership Plan? ▼
How did Medlock Employee Stock Ownership Plan perform in 2022? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 261264452.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.