H. A. Dehart & Son, Inc. Employee Stock Ownership Plan — Form 5500 plan (H. A. Dehart & Son, Inc.)
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, H. A. Dehart & Son, Inc. Employee Stock Ownership Plan is a benefit plan reported by H. A. Dehart & Son, Inc. under EIN 21-0437560 and plan number 002. The latest loaded filing year is 2023. The filing reports 107 participants and $8,916,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H. A. Dehart & Son, Inc.
- EIN
- 21-0437560
- Plan number
- 002
- Plan type
- 2
- Location
- Thorofare, NJ
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $8,916,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I | 20241009100232NAL0030872080001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,916,358
- Net assets (EOY)
- $8,916,358
- Net assets (BOY)
- $5,300,874
Income & contributions
- Employer contributions
- $311,865
- Total income / additions
- $3,929,367
Expenses & distributions
- Benefits paid
- $312,808
- Total expenses
- $313,883
- Net increase / (decrease)
- $3,615,484
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.