Henderson Companies Employee Stock Ownership Plan — Form 5500 plan (Henderson Companies, 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, Henderson Companies Employee Stock Ownership Plan is a benefit plan reported by Henderson Companies, Inc. under EIN 87-3096160 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,140 participants and $61,464,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henderson Companies, Inc.
- EIN
- 87-3096160
- Plan number
- 003
- Plan type
- 2
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 1,140
- End-of-year plan assets
- $61,464,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,140 | H | 20240926150411NAL0000471715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,464,700
- Total liabilities (EOY)
- $453,845
- Net assets (EOY)
- $61,010,855
- Net assets (BOY)
- $25,696,851
Income & contributions
- Employer contributions
- $83,968
- Total contributions
- $83,968
- Total income / additions
- $35,385,168
Expenses & distributions
- Benefits paid
- $62,436
- Administrative expenses
- $0
- Total expenses
- $71,164
- Net increase / (decrease)
- $35,314,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.