Hillerich & Bradsby Co. Employee Stock Ownership Plan — Form 5500 plan (Hillerich & Bradsby Co.)

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, Hillerich & Bradsby Co. Employee Stock Ownership Plan is a benefit plan reported by Hillerich & Bradsby Co. under EIN 61-0225940 and plan number 004. The latest loaded filing year is 2023. The filing reports 28 participants and $1,950,245 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,659,724
Participants28Covered participants reported
Assets / participant$69.7KComputed: assets ÷ participants$69,652 (computed)
Provider compensationNone reported
Plan sponsor
Hillerich & Bradsby Co.
EIN
61-0225940
Plan number
004
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20250121074517NAL0004976368001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$1.7MLiabilities$290.5K
Money in vs. money out
Total income / additions$325.5K
Total expenses$292K
Benefits paid / distributions$291.9K
Full reported line items

Net assets

Total assets (EOY)
$1,950,245
Total liabilities (EOY)
$290,521
Net assets (EOY)
$1,659,724
Net assets (BOY)
$1,626,177

Income & contributions

Total income / additions
$325,514

Expenses & distributions

Benefits paid
$291,916
Administrative expenses
$51
Total expenses
$291,967
Net increase / (decrease)
$33,547
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income90%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages