Shields, Harper & Company Employee Stock Ownership Plan — Form 5500 plan (Shields, Harper & 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, Shields, Harper & Company Employee Stock Ownership Plan is a benefit plan reported by Shields, Harper & Company under EIN 94-1751530 and plan number 003. The latest loaded filing year is 2023. The filing reports 94 participants and $19,450,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shields, Harper & Company
- EIN
- 94-1751530
- Plan number
- 003
- Plan type
- 2
- Location
- Martinez, CA
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $19,450,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | I | 20240717154218NAL0004333537001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,450,469
- Total liabilities (EOY)
- $625
- Net assets (EOY)
- $19,449,844
- Net assets (BOY)
- $19,339,465
Income & contributions
- Employer contributions
- $2,071,824
- Total income / additions
- $2,196,730
Expenses & distributions
- Benefits paid
- $2,086,351
- Total expenses
- $2,086,351
- Net increase / (decrease)
- $110,379
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.