National Van Lines Employee Stock Ownership Plan — Form 5500 plan (National Holding Company, 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, National Van Lines Employee Stock Ownership Plan is a benefit plan reported by National Holding Company, Inc under EIN 45-2206766 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $27,406,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Holding Company, Inc
EIN
45-2206766
Plan number
002
Plan type
2
Location
Broadview, IL
Latest filing year
2023
Participants
144
End-of-year plan assets
$27,406,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H20241014112446NAL0014836355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,406,763
Total liabilities (EOY)
$4,645,714
Net assets (EOY)
$22,761,049
Net assets (BOY)
$11,833,062

Income & contributions

Employer contributions
$1,097,375
Total contributions
$1,097,375
Total income / additions
$11,847,392

Expenses & distributions

Benefits paid
$678,558
Administrative expenses
$0
Total expenses
$919,405
Net increase / (decrease)
$10,927,987

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages