Houchens Industries, Inc. Employee Stock Ownership Plan — Form 5500 plan (Houchens Industries, 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, Houchens Industries, Inc. Employee Stock Ownership Plan is a benefit plan reported by Houchens Industries, Inc. under EIN 20-2505350 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,475 participants and $2,325,722,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houchens Industries, Inc.
- EIN
- 20-2505350
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 18,475
- End-of-year plan assets
- $2,325,722,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,475 | H | 20250425123603NAL0008701697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,325,722,921
- Total liabilities (EOY)
- $334,893,791
- Net assets (EOY)
- $1,990,829,130
- Net assets (BOY)
- $1,778,418,428
Income & contributions
- Employer contributions
- $36,507,308
- Total contributions
- $36,507,308
- Total income / additions
- $341,929,547
Expenses & distributions
- Benefits paid
- $116,872,157
- Total expenses
- $129,518,845
- Net increase / (decrease)
- $212,410,702
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.