Fitzwater Holding Group Employee Stock Ownership Plan — Form 5500 plan (Furlong Holding 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, Fitzwater Holding Group Employee Stock Ownership Plan is a benefit plan reported by Furlong Holding Company under EIN 88-3200634 and plan number 001. The latest loaded filing year is 2023. The filing reports 76 participants and $5,100,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Furlong Holding Company
- EIN
- 88-3200634
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, OH
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $5,100,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20240813100009NAL0018109488001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,100,000
- Total liabilities (EOY)
- $21,284,283
- Net assets (EOY)
- -$16,184,283
- Net assets (BOY)
- -$18,004,888
Income & contributions
- Employer contributions
- $941,232
- Participant contributions
- $0
- Total income / additions
- $2,541,232
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $720,627
- Net increase / (decrease)
- $1,820,605
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.