Focus Holdings Usa, Inc. Employee Stock Ownership Plan — Form 5500 plan (Focus Holdings Usa, 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, Focus Holdings Usa, Inc. Employee Stock Ownership Plan is a benefit plan reported by Focus Holdings Usa, Inc. under EIN 83-2398748 and plan number 003. The latest loaded filing year is 2023. The filing reports 43 participants and $3,480,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Focus Holdings Usa, Inc.
- EIN
- 83-2398748
- Plan number
- 003
- Plan type
- 2
- Location
- Gainesville, VA
- Latest filing year
- 2023
- Participants
- 43
- End-of-year plan assets
- $3,480,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 43 | I | 20240724091104NAL0021320816001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,480,000
- Total liabilities (EOY)
- $420,000
- Net assets (EOY)
- $3,060,000
- Net assets (BOY)
- $7,410,000
Income & contributions
- Employer contributions
- $73,310
- Total income / additions
- -$4,306,690
Expenses & distributions
- Benefits paid
- $28,415
- Total expenses
- $43,310
- Net increase / (decrease)
- -$4,350,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.