How many benefit plans does Palmer Holland, Inc. report on Form 5500?

Palmer Holland, Inc. (EIN 34-0764574) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Palmer Holland, Inc.?

The Employer Identification Number (EIN) reported for Palmer Holland, Inc. is 34-0764574.

What is the latest Form 5500 filing year for Palmer Holland, Inc.?

The latest loaded Form 5500 filing year for Palmer Holland, Inc. is 2023.

Palmer Holland, 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, Palmer Holland, Inc. (EIN 34-0764574) is a plan sponsor located in Westlake, OH 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: 34-0764574
Location: Westlake, OH
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $263,707,097
Total reported liabilities (EOY): $35,133,947
Total reported net assets (EOY): $228,573,150

Contributions & income

Employer contributions: $2,445,078
Participant contributions: $2,072,509
Total income / additions: -$16,788,419

Expenses & distributions

Benefits paid / distributions: $2,600,972
Total expenses: $3,378,931
Net increase / (decrease): -$20,167,350

Coverage

Total reported participants: 562
Plans with financial statements: 2
Plans with provider compensation: 1

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

Palmer Holland, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Palmer Holland, Inc. Employee Stock Ownership Plan	002	206	$233,266,544	2023
Palmer Holland, Inc. Profit Sharing Plan & Trust	001	210	$30,440,553	2023
Palmer Holland, Inc. Employee Health & Welfare Benefit Plan	503	146	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 Palmer Holland, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Palmer Holland, Inc. Employee Health & Welfare Benefit Plan	146	—	20240611184148NAL0045191296001
2023	Palmer Holland, Inc. Profit Sharing Plan & Trust	210	H, C	20241002132959NAL0004039091001
2023	Palmer Holland, Inc. Employee Stock Ownership Plan	206	H	20241004081320NAL0005515859001