Shoemaker & Haaland Employees' Stock Ownership Plan — Form 5500 plan (Shoemaker & Haaland)
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, Shoemaker & Haaland Employees' Stock Ownership Plan is a benefit plan reported by Shoemaker & Haaland under EIN 42-1053044 and plan number 002. The latest loaded filing year is 2023. The filing reports 36 participants and $1,786,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shoemaker & Haaland
- EIN
- 42-1053044
- Plan number
- 002
- Plan type
- 2
- Location
- Coralville, IA
- Latest filing year
- 2023
- Participants
- 36
- End-of-year plan assets
- $1,786,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36 | I | 20241104102440NAL0010660640001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,786,275
- Total liabilities (EOY)
- $3
- Net assets (EOY)
- $1,786,272
- Net assets (BOY)
- $1,783,810
Income & contributions
- Employer contributions
- $86,977
- Total income / additions
- $89,439
Expenses & distributions
- Benefits paid
- $86,977
- Total expenses
- $86,977
- Net increase / (decrease)
- $2,462
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.