Hunter-Davisson, Inc. Employee Stock Ownership Plan — Form 5500 plan (Hunter-Davisson 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, Hunter-Davisson, Inc. Employee Stock Ownership Plan is a benefit plan reported by Hunter-Davisson Inc under EIN 93-0549473 and plan number 003. The latest loaded filing year is 2023. The filing reports 118 participants and $5,910,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter-Davisson Inc
- EIN
- 93-0549473
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H | 20241029100203NAL0002610371001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,910,000
- Total liabilities (EOY)
- $6,428,885
- Net assets (EOY)
- -$518,885
- Net assets (BOY)
- -$3,459,263
Income & contributions
- Employer contributions
- $360,272
- Total contributions
- $360,272
- Total income / additions
- $3,030,272
Expenses & distributions
- Benefits paid
- $11,513
- Total expenses
- $89,894
- Net increase / (decrease)
- $2,940,378
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.