Hatfield And Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Hatfield And 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, Hatfield And Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hatfield And Company, Inc. under EIN 74-1646507 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $5,863,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hatfield And Company, Inc.
- EIN
- 74-1646507
- Plan number
- 002
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $5,863,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H | 20241014090423NAL0052872882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,863,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,863,604
- Net assets (BOY)
- $4,215,599
Income & contributions
- Employer contributions
- $150,000
- Total contributions
- $150,000
- Total income / additions
- $1,798,611
Expenses & distributions
- Benefits paid
- $150,606
- Administrative expenses
- $0
- Total expenses
- $150,606
- Net increase / (decrease)
- $1,648,005
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.