Holbrook & Manter Employee Stock Ownership Plan — Form 5500 plan (Holbrook & Manter, 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, Holbrook & Manter Employee Stock Ownership Plan is a benefit plan reported by Holbrook & Manter, Inc. under EIN 31-0998651 and plan number 002. The latest loaded filing year is 2023. The filing reports 45 participants and $16,961,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holbrook & Manter, Inc.
- EIN
- 31-0998651
- Plan number
- 002
- Plan type
- 2
- Location
- Marysville, OH
- Latest filing year
- 2023
- Participants
- 45
- End-of-year plan assets
- $16,961,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45 | I | 20241001133516NAL0006833569001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,961,248
- Total liabilities (EOY)
- $5,273,478
- Net assets (EOY)
- $11,687,770
- Net assets (BOY)
- $4,907,559
Income & contributions
- Employer contributions
- $352,963
- Total income / additions
- $6,987,069
Expenses & distributions
- Benefits paid
- $17,723
- Administrative expenses
- -$15
- Total expenses
- $206,858
- Net increase / (decrease)
- $6,780,211
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.