Haven Building Products Employee Stock Ownership Plan — Form 5500 plan (Dugger Investments Company, Inc. Dba Haven Building Products)

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, Haven Building Products Employee Stock Ownership Plan is a benefit plan reported by Dugger Investments Company, Inc. Dba Haven Building Products under EIN 59-2389612 and plan number 001. The latest loaded filing year is 2023. The filing reports 86 participants and $10,054,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dugger Investments Company, Inc. Dba Haven Building Products
EIN
59-2389612
Plan number
001
Plan type
2
Location
Winter Haven, FL
Latest filing year
2023
Participants
86
End-of-year plan assets
$10,054,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202386I20260112140153NAL0013052417001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$10,054,249
Total liabilities (EOY)
$354,484
Net assets (EOY)
$9,699,765
Net assets (BOY)
$9,320,954

Income & contributions

Employer contributions
$637,966
Participant contributions
$0
Total income / additions
$959,394

Expenses & distributions

Benefits paid
$572,145
Administrative expenses
$0
Total expenses
$580,583
Net increase / (decrease)
$378,811

Service provider compensation (Schedule C)

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

Related Form 5500 pages