2023 Form 5500 filing — Hart Howerton 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 20250116164715NAL0038888464001) for Hart Howerton Employee Stock Ownership Plan, reported by Hart Howerton Holdings, Ltd. under EIN 27-4085152 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250116164715NAL0038888464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hart Howerton Holdings, Ltd.
- EIN
- 27-4085152
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,446,831
- Total liabilities (EOY)
- $980
- Net assets (EOY)
- $29,445,851
- Employer contributions
- $0
- Total income / additions
- $5,602,555
- Benefits paid
- $1,429,570
- Administrative expenses
- $56,499
- Total expenses
- $1,486,069
- Net increase / (decrease)
- $4,116,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Ridge Esop Associates | NONE | $31,499 | not reported in the loaded dataset |
| Mah & Associates, Llp | NONE | $25,000 | not reported in the loaded dataset |