C.W. Holding Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (C.W. Holding Company, 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, C.W. Holding Company, Inc. Employee Stock Ownership Plan is a benefit plan reported by C.W. Holding Company, Inc. under EIN 83-1014608 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $5,618,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.W. Holding Company, Inc.
EIN
83-1014608
Plan number
002
Plan type
2
Location
Carroll, OH
Latest filing year
2023
Participants
215
End-of-year plan assets
$5,618,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H20241010134130NAL0011513475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,618,839
Total liabilities (EOY)
$29,870
Net assets (EOY)
$5,588,969
Net assets (BOY)
$3,633,268

Income & contributions

Employer contributions
$36,753
Total contributions
$1,160,753
Total income / additions
$1,992,504

Expenses & distributions

Benefits paid
$36,753
Administrative expenses
$50
Total expenses
$36,803
Net increase / (decrease)
$1,955,701

Service provider compensation (Schedule C)

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

Related Form 5500 pages