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, Haldeman Homme Employee Stock Ownership Plan And Trust is a benefit plan reported by Haldeman Homme Holdings, Inc. under EIN 41-0733913 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $74,431,224 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,431,224
- Total liabilities (EOY)
- $7,527,310
- Net assets (EOY)
- $66,903,914
- Net assets (BOY)
- $64,419,109
Income & contributions
- Employer contributions
- $4,185,339
- Total contributions
- $4,185,339
- Total income / additions
- $9,726,871
Expenses & distributions
- Benefits paid
- $7,151,556
- Administrative expenses
- $8,015
- Total expenses
- $7,242,066
- Net increase / (decrease)
- $2,484,805