Ferrell Companies, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ferrell Companies, 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, Ferrell Companies, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ferrell Companies, Inc. under EIN 43-1688741 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,302 participants and $74,706,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferrell Companies, Inc.
- EIN
- 43-1688741
- Plan number
- 003
- Plan type
- 2
- Location
- Liberty, MO
- Latest filing year
- 2023
- Participants
- 5,302
- End-of-year plan assets
- $74,706,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,302 | H | 20250508130758NAL0012259025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,706,918
- Total liabilities (EOY)
- $131,943,265
- Net assets (EOY)
- -$57,236,347
- Net assets (BOY)
- -$75,038,680
Income & contributions
- Employer contributions
- $22,006,453
- Total contributions
- $22,006,453
- Total income / additions
- $28,324,943
Expenses & distributions
- Benefits paid
- $1,920,934
- Administrative expenses
- $100
- Total expenses
- $10,288,661
- Net increase / (decrease)
- $18,036,282
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.