2023 Form 5500 filing — Edminister, Hinshaw, Russ, & Assocaites, 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 20251117082650NAL0001333121001) for Edminister, Hinshaw, Russ, & Assocaites, Inc. Employee Stock Ownership Plan And Trust, reported by Edminister, Hinshaw, Russ, & Assocaites, Inc. under EIN 74-1593498 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.1MReported net assets$11,129,807
Participants239
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20251117082650NAL0001333121001
Plan sponsor
Edminister, Hinshaw, Russ, & Assocaites, Inc.
EIN
74-1593498
Plan number
002
Location
Houston, TX
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)$11.1M total assets
Net assets$11.1MLiabilities$385
Money in vs. money out
Total income / additions$4.5M
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$297.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$11,130,192
Total liabilities (EOY)
$385
Net assets (EOY)
$11,129,807
Employer contributions
$297,349
Total income / additions
$4,531,554
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$4,531,554

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251117082650NAL0001333121001 cover?
It is the 2023 Form 5500 filing for Edminister, Hinshaw, Russ, & Assocaites, Inc. Employee Stock Ownership Plan And Trust, reported by Edminister, Hinshaw, Russ, & Assocaites, Inc. (EIN 74-1593498).
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