Plan5500

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan — Form 5500 plan (Hanbury Evans Wright Vlattas And Company)

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, Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan is a benefit plan reported by Hanbury Evans Wright Vlattas And Company under EIN 54-1099578 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $9,594,680 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.6MPlan net assets, end of year$9,594,680
Participants145Covered participants reported
Assets / participant$66.2KComputed: assets ÷ participants$66,170 (computed)
Provider compensationNone reported
Plan sponsor
Hanbury Evans Wright Vlattas And Company
EIN
54-1099578
Plan number
002
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    145 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)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$85.5K
Benefits paid / distributions$85.5K
Contributions
Employer$480.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$9,594,680
Total liabilities (EOY)
$0
Net assets (EOY)
$9,594,680
Net assets (BOY)
$5,639,110

Income & contributions

Employer contributions
$480,208
Total contributions
$800,000
Total income / additions
$4,041,037

Expenses & distributions

Benefits paid
$85,467
Administrative expenses
$0
Total expenses
$85,467
Net increase / (decrease)
$3,955,570
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income2%Computed ratio
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