Hillerich & Bradsby Co. Employee Stock Ownership Plan — Form 5500 plan (Hillerich & Bradsby Co.)

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, Hillerich & Bradsby Co. Employee Stock Ownership Plan is a benefit plan reported by Hillerich & Bradsby Co. under EIN 61-0225940 and plan number 004. The latest loaded filing year is 2023. The filing reports 28 participants and $1,950,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hillerich & Bradsby Co.
EIN
61-0225940
Plan number
004
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
28
End-of-year plan assets
$1,950,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20250121074517NAL0004976368001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,950,245
Total liabilities (EOY)
$290,521
Net assets (EOY)
$1,659,724
Net assets (BOY)
$1,626,177

Income & contributions

Total income / additions
$325,514

Expenses & distributions

Benefits paid
$291,916
Administrative expenses
$51
Total expenses
$291,967
Net increase / (decrease)
$33,547

Service provider compensation (Schedule C)

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

Related Form 5500 pages