Howard'S Appliances, 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, Howard'S Appliances, Inc. (EIN 95-1595620) is a plan sponsor located in La Habra, CA with 1 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
95-1595620
Location
La Habra, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Howard'S Appliances, Inc.

  • 3 loaded plans hold $15.7M in reported assets.
  • The largest, Howards Appliances, Inc. Employee Stock Ownership Plan, holds 94% of this company's reported plan assets.
  • Plans cover 514 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,200,825
Total reported assets$15.7M$15,696,383
Total reported participants514
Total reported liabilities$7.5M$7,495,558

Reported net position

Reported assets = net assets + liabilities (summed)$15.7M total assets
Net assets$8.2MLiabilities$7.5M
Contributions & income
Employer contributions$775.7K
Participant contributions$164.8K
Total income / additions-$11.8M
Expenses & distributions
Benefits paid / distributions$162.6K
Total expenses$419.3K
Net increase / (decrease)-$12.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets94%Howards Appliances, Inc. Employee Stock Ownership Plan
Participants per plan171Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 229 participants · 2023
  2. 2
    Plan #004 · 137 participants · 2023
  3. 3
    Howard'S Appliances Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 148 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Howard'S Appliances, Inc.. Open one for its full reported snapshot.

  1. 2023
    Howard'S Appliances Health And Welfare Plan148 participants · 2No schedules
    View filing →
  2. 2023
    Howard'S Appliances 401(K) Plan137 participants · 2Sch HSch C
    View filing →
  3. 2023
    Howards Appliances, Inc. Employee Stock Ownership Plan229 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Howard'S Appliances, Inc. report on Form 5500?
Howard'S Appliances, Inc. (EIN 95-1595620) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Howard'S Appliances, Inc.?
The Employer Identification Number (EIN) reported for Howard'S Appliances, Inc. is 95-1595620.
What is the latest Form 5500 filing year for Howard'S Appliances, Inc.?
The latest loaded Form 5500 filing year for Howard'S Appliances, Inc. is 2023.

Related Form 5500 pages