Heath Ceramics Employee Stock Ownership Plan — Form 5500 plan (Heath Ceramics, Ltd.)
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, Heath Ceramics Employee Stock Ownership Plan is a benefit plan reported by Heath Ceramics, Ltd. under EIN 75-3123399 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $2,819,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heath Ceramics, Ltd.
- EIN
- 75-3123399
- Plan number
- 002
- Plan type
- 2
- Location
- Sausalito, CA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $2,819,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H | 20250131132636NAL0002457233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,819,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,819,880
- Net assets (BOY)
- $2,806,563
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,317
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $13,317
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.