Commonwealth Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Commonwealth Holdings, 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, Commonwealth Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Commonwealth Holdings, Inc. under EIN 36-5040351 and plan number 003. The latest loaded filing year is 2023. The filing reports 232 participants and $147,784,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commonwealth Holdings, Inc.
- EIN
- 36-5040351
- Plan number
- 003
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $147,784,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H | 20241009165129NAL0018778513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,784,876
- Total liabilities (EOY)
- $5,107,251
- Net assets (EOY)
- $142,677,625
- Net assets (BOY)
- $86,847,764
Income & contributions
- Employer contributions
- $2,497,063
- Total contributions
- $2,497,063
- Total income / additions
- $58,281,771
Expenses & distributions
- Benefits paid
- $2,295,992
- Administrative expenses
- $0
- Total expenses
- $2,451,910
- Net increase / (decrease)
- $55,829,861
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.