Employee Owned Brands, Inc. Employee Stock Ownership Plan — Form 5500 plan (Employee Owned Brands, 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, Employee Owned Brands, Inc. Employee Stock Ownership Plan is a benefit plan reported by Employee Owned Brands, Inc. under EIN 42-0990485 and plan number 005. The latest loaded filing year is 2023. The filing reports 853 participants and $863,986,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employee Owned Brands, Inc.
- EIN
- 42-0990485
- Plan number
- 005
- Plan type
- 2
- Location
- Fairfield, IA
- Latest filing year
- 2023
- Participants
- 853
- End-of-year plan assets
- $863,986,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 853 | H | 20241008110509NAL0017437921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $863,986,659
- Total liabilities (EOY)
- $2,659,352
- Net assets (EOY)
- $861,327,307
- Net assets (BOY)
- $682,458,503
Income & contributions
- Employer contributions
- $521,295
- Total contributions
- $521,295
- Total income / additions
- $290,570,350
Expenses & distributions
- Benefits paid
- $111,611,516
- Administrative expenses
- $0
- Total expenses
- $111,701,546
- Net increase / (decrease)
- $178,868,804
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.