2023 Form 5500 filing — Hatfield And Company, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014090423NAL0052872882001) for Hatfield And Company, Inc. Employee Stock Ownership Plan, reported by Hatfield And Company, Inc. under EIN 74-1646507 and plan number 002. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014090423NAL0052872882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hatfield And Company, Inc.
- EIN
- 74-1646507
- Plan number
- 002
- Location
- Rockwall, TX
- Participants
- 139
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,863,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,863,604
- Employer contributions
- $150,000
- Total income / additions
- $1,798,611
- Benefits paid
- $150,606
- Administrative expenses
- $0
- Total expenses
- $150,606
- Net increase / (decrease)
- $1,648,005
- Schedule source
- Schedule H