Hazen Research, Inc. Employees' Stock Ownership Plan And Trust — Form 5500 plan (Hazen Research, 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, Hazen Research, Inc. Employees' Stock Ownership Plan And Trust is a benefit plan reported by Hazen Research, Inc. under EIN 84-0511412 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $14,244,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hazen Research, Inc.
- EIN
- 84-0511412
- Plan number
- 001
- Plan type
- 2
- Location
- Golden, CO
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $14,244,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H | 20250715163700NAL0001470451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,244,480
- Total liabilities (EOY)
- $325
- Net assets (EOY)
- $14,244,155
- Net assets (BOY)
- $10,072,607
Income & contributions
- Employer contributions
- $200,000
- Total contributions
- $200,000
- Total income / additions
- $4,171,548
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $4,171,548
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.