H&W Holding Company Employee Stock Ownership Plan — Form 5500 plan (H & W Holding Company)
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&W Holding Company Employee Stock Ownership Plan is a benefit plan reported by H & W Holding Company under EIN 26-3390485 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $31,894,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H & W Holding Company
- EIN
- 26-3390485
- Plan number
- 002
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $31,894,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H | 20260130125007NAL0004391603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,894,686
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $31,894,642
- Net assets (BOY)
- $30,575,461
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,319,181
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $1,319,181
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.