Herregan Distributors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Herregan Distributors, 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, Herregan Distributors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Herregan Distributors, Inc. under EIN 41-0902579 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $270,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$13.8MPlan net assets, end of year-$13,753,825
Participants151Covered participants reported
Assets / participant$1.8KComputed: assets ÷ participants$1,788 (computed)
Provider compensationNone reported
Plan sponsor
Herregan Distributors, Inc.
EIN
41-0902579
Plan number
002
Plan type
2
Location
Eagan, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    151 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$270K total assets
Net assets-$13.8MLiabilities$14M
Money in vs. money out
Total income / additions-$13.3M
Total expenses$428K
Benefits paid / distributions$0
Contributions
Employer$1.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$270,000
Total liabilities (EOY)
$14,023,825
Net assets (EOY)
-$13,753,825
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,577,678
Total contributions
$1,577,678
Total income / additions
-$13,325,791

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$428,034
Net increase / (decrease)
-$13,753,825
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages