Horner & Shifrin, Inc. Employee Stock Ownership Plan — Form 5500 plan (Horner & Shifrin, 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, Horner & Shifrin, Inc. Employee Stock Ownership Plan is a benefit plan reported by Horner & Shifrin, Inc. under EIN 43-0861661 and plan number 002. The latest loaded filing year is 2023. The filing reports 113 participants and $14,777,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horner & Shifrin, Inc.
- EIN
- 43-0861661
- Plan number
- 002
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H | 20241003152649NAL0004963811001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $14,777,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,777,046
- Net assets (BOY)
- $12,369,792
Income & contributions
- Employer contributions
- $900,000
- Total contributions
- $1,026,200
- Total income / additions
- $2,408,455
Expenses & distributions
- Benefits paid
- $1,121
- Administrative expenses
- $80
- Total expenses
- $1,201
- Net increase / (decrease)
- $2,407,254
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.