Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sanborn, Head & Associates, 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, Sanborn, Head & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sanborn, Head & Associates, Inc. under EIN 02-0463099 and plan number 002. The latest loaded filing year is 2023. The filing reports 228 participants and $2,701,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sanborn, Head & Associates, Inc.
- EIN
- 02-0463099
- Plan number
- 002
- Plan type
- 2
- Location
- Bedford, NH
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $2,701,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H | 20241003160046NAL0021173522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,701,067
- Total liabilities (EOY)
- $512,587
- Net assets (EOY)
- $2,188,480
- Net assets (BOY)
- $1,796,912
Income & contributions
- Employer contributions
- $200,000
- Total contributions
- $200,000
- Total income / additions
- $439,385
Expenses & distributions
- Benefits paid
- $32,403
- Administrative expenses
- $0
- Total expenses
- $47,817
- Net increase / (decrease)
- $391,568
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.