2023 Form 5500 filing — Hanbury Evans Wright Vlattas + Company 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 20250814125636NAL0011837568001) for Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan, reported by Hanbury Evans Wright Vlattas And Company under EIN 54-1099578 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.6MReported net assets$9,594,680
Participants145
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250814125636NAL0011837568001
Plan sponsor
Hanbury Evans Wright Vlattas And Company
EIN
54-1099578
Plan number
002
Location
Norfolk, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$85.5K
Benefits paid / distributions$85.5K
Contributions
Employer$480.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,594,680
Total liabilities (EOY)
$0
Net assets (EOY)
$9,594,680
Employer contributions
$480,208
Total income / additions
$4,041,037
Benefits paid
$85,467
Administrative expenses
$0
Total expenses
$85,467
Net increase / (decrease)
$3,955,570

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250814125636NAL0011837568001 cover?
It is the 2023 Form 5500 filing for Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan, reported by Hanbury Evans Wright Vlattas And Company (EIN 54-1099578).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages