Aquatic Technologies Employee Stock Ownership Plan — Form 5500 plan (Hart Brothers Construction, 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, Aquatic Technologies Employee Stock Ownership Plan is a benefit plan reported by Hart Brothers Construction, Inc. under EIN 33-0778866 and plan number 002. The latest loaded filing year is 2023. The filing reports 116 participants and $5,321,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hart Brothers Construction, Inc.
EIN
33-0778866
Plan number
002
Plan type
2
Location
San Juan Capistrano, CA
Latest filing year
2023
Participants
116
End-of-year plan assets
$5,321,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023116I20250115174505NAL0022020049001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,321,242
Total liabilities (EOY)
$10,980,812
Net assets (EOY)
-$5,659,570
Net assets (BOY)
-$7,946,270

Income & contributions

Employer contributions
$863,017
Total income / additions
$2,734,018

Expenses & distributions

Benefits paid
$80,248
Administrative expenses
$100
Total expenses
$447,318
Net increase / (decrease)
$2,286,700

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages