How many benefit plans does Employee Owned Holdings, Inc. report on Form 5500?

Employee Owned Holdings, Inc. (EIN 20-8026834) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Employee Owned Holdings, Inc.?

The Employer Identification Number (EIN) reported for Employee Owned Holdings, Inc. is 20-8026834.

What is the latest Form 5500 filing year for Employee Owned Holdings, Inc.?

The latest loaded Form 5500 filing year for Employee Owned Holdings, Inc. is 2023.

Employee Owned Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Employee Owned Holdings, Inc. (EIN 20-8026834) is a plan sponsor located in Houston, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-8026834
Location: Houston, TX
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $177,919,958
Total reported liabilities (EOY): $8,608,982
Total reported net assets (EOY): $169,310,976

Contributions & income

Employer contributions: $8,256,833
Participant contributions: $2,030,088
Total income / additions: $32,043,872

Expenses & distributions

Benefits paid / distributions: $15,708,112
Total expenses: $15,858,394
Net increase / (decrease): $16,185,478

Coverage

Total reported participants: 1,125
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Employee Owned Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Employee Owned Holdings, Inc. Employee Stock Ownership Plan	001	405	$147,517,750	2023
Employee Owned Holdings, Inc. 401(K) Ps Plan	002	400	$30,402,208	2023
Employee Owned Holdings, Inc. Welfare Plan	501	320	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Employee Owned Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Employee Owned Holdings, Inc. Welfare Plan	320	C	20240919085713NAL0003376995001
2023	Employee Owned Holdings, Inc. 401(K) Ps Plan	400	H, C	20241015111536NAL0048997808001
2023	Employee Owned Holdings, Inc. Employee Stock Ownership Plan	405	H	20241112155220NAL0026649056001