Philpott Solutions Group, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Philpott Solutions Group, 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, Philpott Solutions Group, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Philpott Solutions Group, Inc. under EIN 34-0462440 and plan number 002. The latest loaded filing year is 2023. The filing reports 73 participants and $10,033,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Philpott Solutions Group, Inc.
- EIN
- 34-0462440
- Plan number
- 002
- Plan type
- 2
- Location
- Brunswick, OH
- Latest filing year
- 2023
- Participants
- 73
- End-of-year plan assets
- $10,033,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73 | I | 20240926233929NAL0002494336001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,033,208
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,033,208
- Net assets (BOY)
- $8,406,353
Income & contributions
- Employer contributions
- $820,979
- Total income / additions
- $2,327,733
Expenses & distributions
- Benefits paid
- $700,828
- Administrative expenses
- $50
- Total expenses
- $700,878
- Net increase / (decrease)
- $1,626,855
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.