Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan — Form 5500 plan (Short-Elliott-Hendrickson, 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, Short-Elliott-Hendrickson, Inc. Employee Stock Ownership Plan is a benefit plan reported by Short-Elliott-Hendrickson, Inc. under EIN 41-1251208 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,125 participants and $110,060,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Short-Elliott-Hendrickson, Inc.
- EIN
- 41-1251208
- Plan number
- 003
- Plan type
- 2
- Location
- St Paul, MN
- Latest filing year
- 2023
- Participants
- 1,125
- End-of-year plan assets
- $110,060,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,125 | H | 20250408161754NAL0034794738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,060,182
- Total liabilities (EOY)
- $13,051,605
- Net assets (EOY)
- $97,008,577
- Net assets (BOY)
- $86,057,401
Income & contributions
- Employer contributions
- $9,400,902
- Total contributions
- $9,400,902
- Total income / additions
- $17,690,716
Expenses & distributions
- Benefits paid
- $6,313,662
- Administrative expenses
- $0
- Total expenses
- $6,739,540
- Net increase / (decrease)
- $10,951,176
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.