2023 Form 5500 filing — Employee Owned Holdings, Inc. 401(K) Ps 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 20241015111536NAL0048997808001) for Employee Owned Holdings, Inc. 401(K) Ps Plan, reported by Employee Owned Holdings, Inc. under EIN 20-8026834 and plan number 002. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111536NAL0048997808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Employee Owned Holdings, Inc.
- EIN
- 20-8026834
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,402,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,402,208
- Employer contributions
- $867,071
- Participant contributions
- $2,030,088
- Total income / additions
- $6,988,593
- Benefits paid
- $1,149,656
- Administrative expenses
- $89,210
- Total expenses
- $1,299,938
- Net increase / (decrease)
- $5,688,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $52,109 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $37,101 | $0 |