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, Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Libby Perszyk Kathman Holdings, Inc under EIN 31-1076158 and plan number 003. The latest loaded filing year is 2023. The filing reports 112 participants and $14,780,436 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,780,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,780,436
- Net assets (BOY)
- $15,021,679
Income & contributions
- Employer contributions
- $1,184,381
- Total contributions
- $1,184,381
- Total income / additions
- $979,695
Expenses & distributions
- Benefits paid
- $1,220,153
- Administrative expenses
- $700
- Total expenses
- $1,220,938
- Net increase / (decrease)
- -$241,243