Hfa Enterprises Employee Stock Ownership Plan — Form 5500 plan (Hfa Enterprises, Ltd.)
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, Hfa Enterprises Employee Stock Ownership Plan is a benefit plan reported by Hfa Enterprises, Ltd. under EIN 83-4099045 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $27,146,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hfa Enterprises, Ltd.
- EIN
- 83-4099045
- Plan number
- 002
- Plan type
- 2
- Location
- Bentonville, AR
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $27,146,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H | 20241014233721NAL0046219600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,146,000
- Total liabilities (EOY)
- $932,307
- Net assets (EOY)
- $26,213,693
- Net assets (BOY)
- $12,101,885
Income & contributions
- Employer contributions
- $52,410
- Total contributions
- $52,410
- Total income / additions
- $14,143,410
Expenses & distributions
- Total expenses
- $31,602
- Net increase / (decrease)
- $14,111,808
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.