2023 Form 5500 filing — H&W Holding 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 20260130125007NAL0004391603001) for H&W Holding Company Employee Stock Ownership Plan, reported by H & W Holding Company under EIN 26-3390485 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20260130125007NAL0004391603001
Filing year
2023
Form type
2
Plan sponsor
H & W Holding Company
EIN
26-3390485
Plan number
002
Location
Orem, UT
Participants
202
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,894,686
Total liabilities (EOY)
$44
Net assets (EOY)
$31,894,642
Total income / additions
$1,319,181
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$1,319,181
Schedule source
Schedule H

Related Form 5500 pages