Plain-English plan 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, Employee Owned Holdings, Inc. 401(K) Ps Plan is a benefit plan reported by Employee Owned Holdings, Inc. under EIN 20-8026834 and plan number 002. The latest loaded filing year is 2023. The filing reports 400 participants and $30,402,208 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,402,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,402,208
- Net assets (BOY)
- $24,713,553
Income & contributions
- Employer contributions
- $867,071
- Participant contributions
- $2,030,088
- Total contributions
- $2,919,060
- Total income / additions
- $6,988,593
Expenses & distributions
- Benefits paid
- $1,149,656
- Administrative expenses
- $89,210
- Total expenses
- $1,299,938
- Net increase / (decrease)
- $5,688,655