Worth Higgins & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Worth Higgins & Associates, 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, Worth Higgins & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Worth Higgins & Associates, Inc. under EIN 54-0880197 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $5,148,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Worth Higgins & Associates, Inc.
- EIN
- 54-0880197
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H | 20241014104101NAL0025946241001 |
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)
- $5,148,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,148,243
- Net assets (BOY)
- $5,170,769
Income & contributions
- Employer contributions
- $359,583
- Total contributions
- $359,583
- Total income / additions
- $502,409
Expenses & distributions
- Benefits paid
- $524,864
- Administrative expenses
- $71
- Total expenses
- $524,935
- Net increase / (decrease)
- -$22,526
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.