The Hartwell Corporation Employee Stock Ownership Plan — Form 5500 plan (The Hartwell Corporation)
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, The Hartwell Corporation Employee Stock Ownership Plan is a benefit plan reported by The Hartwell Corporation under EIN 82-0257435 and plan number 002. The latest loaded filing year is 2023. The filing reports 77 participants and $18,351,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hartwell Corporation
- EIN
- 82-0257435
- Plan number
- 002
- Plan type
- 2
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $18,351,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20241008110027NAL0029608720001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,351,959
- Net assets (EOY)
- $18,351,959
- Net assets (BOY)
- $16,045,206
Income & contributions
- Employer contributions
- $465,383
- Total income / additions
- $2,772,136
Expenses & distributions
- Benefits paid
- $465,383
- Total expenses
- $465,383
- Net increase / (decrease)
- $2,306,753
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.