Plan5500

Hart Howerton Employee Stock Ownership Plan — Form 5500 plan (Hart Howerton Holdings, Ltd.)

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, Hart Howerton Employee Stock Ownership Plan is a benefit plan reported by Hart Howerton Holdings, Ltd. under EIN 27-4085152 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $29,446,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hart Howerton Holdings, Ltd.
EIN
27-4085152
Plan number
002
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
206
End-of-year plan assets
$29,446,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H, C20250116164715NAL0038888464001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,446,831
Total liabilities (EOY)
$980
Net assets (EOY)
$29,445,851
Net assets (BOY)
$25,329,365

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$5,602,555

Expenses & distributions

Benefits paid
$1,429,570
Administrative expenses
$56,499
Total expenses
$1,486,069
Net increase / (decrease)
$4,116,486

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Ridge Esop AssociatesNONE$31,499not reported in the loaded dataset2023
Mah & Associates, LlpNONE$25,000not reported in the loaded dataset2023

Related Form 5500 pages