2023 Form 5500 filing — R.A. Heath Construction And Millwork, Inc. Employee Stock Ownership Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711094701NAL0024652144001) for R.A. Heath Construction And Millwork, Inc. Employee Stock Ownership Plan And Trust, reported by R.A. Heath Construction And Millwork, Inc. under EIN 82-5071992 and plan number 002. It reports 75 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711094701NAL0024652144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- R.A. Heath Construction And Millwork, Inc.
- EIN
- 82-5071992
- Plan number
- 002
- Location
- Dacula, GA
- Participants
- 75
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,848,297
- Total liabilities (EOY)
- $3,098,871
- Net assets (EOY)
- $12,749,426
- Employer contributions
- $306,560
- Participant contributions
- $0
- Total income / additions
- $11,946,560
- Benefits paid
- $4,939
- Administrative expenses
- $0
- Total expenses
- $111,114
- Net increase / (decrease)
- $11,835,446
- Schedule source
- Schedule I