2023 Form 5500 filing — Fitzwater Holding Group Employee Stock Ownership Plan
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 20240813100009NAL0018109488001) for Fitzwater Holding Group Employee Stock Ownership Plan, reported by Furlong Holding Company under EIN 88-3200634 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240813100009NAL0018109488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Furlong Holding Company
- EIN
- 88-3200634
- Plan number
- 001
- Location
- Greenville, OH
- Participants
- 76
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,100,000
- Total liabilities (EOY)
- $21,284,283
- Net assets (EOY)
- -$16,184,283
- Employer contributions
- $941,232
- Participant contributions
- $0
- Total income / additions
- $2,541,232
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $720,627
- Net increase / (decrease)
- $1,820,605
- Schedule source
- Schedule I