Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Thomas, Dean & Hoskins, 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, Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Thomas, Dean & Hoskins, Inc. under EIN 81-0295283 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $27,220,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas, Dean & Hoskins, Inc.
EIN
81-0295283
Plan number
002
Plan type
2
Location
Great Falls, MT
Latest filing year
2023
Participants
176
End-of-year plan assets
$27,220,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241220160121NAL0013365330001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,220,477
Total liabilities (EOY)
$0
Net assets (EOY)
$27,220,477
Net assets (BOY)
$22,204,082

Income & contributions

Employer contributions
$1,448,619
Participant contributions
$901,505
Total contributions
$2,411,942
Total income / additions
$5,635,125

Expenses & distributions

Benefits paid
$567,447
Administrative expenses
$51,283
Total expenses
$618,730
Net increase / (decrease)
$5,016,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesNONE$28,660not reported in the loaded dataset2023
D.A. Davidson, Inc.NONE$22,509not reported in the loaded dataset2023

Related Form 5500 pages