Ferguson Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ferguson Holdings, 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, Ferguson Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ferguson Holdings, Inc. under EIN 64-0372458 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $7,063,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferguson Holdings, Inc.
- EIN
- 64-0372458
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, MS
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $7,063,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H | 20250715163032NAL0005114914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,063,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,063,895
- Net assets (BOY)
- $3,383,650
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,867,209
Expenses & distributions
- Benefits paid
- $185,060
- Administrative expenses
- $1,904
- Total expenses
- $186,964
- Net increase / (decrease)
- $3,680,245
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.