401k Plan data: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN plan

EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN
Plan identification number	002

EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EMPLOYEE OWNED HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: EMPLOYEE OWNED HOLDINGS, INC.

Employer identification number (EIN): 208026834

NAIC Classification: 423800

Additional information about EMPLOYEE OWNED HOLDINGS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2006-12-05

Company Identification Number: 0800741893

Legal Registered Office Address: 16330 CENTRAL GREEN BLVD STE 200

HOUSTON
United States of America (USA)
77032

More information about EMPLOYEE OWNED HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MATTHEW P. WEISSER
002 2016-01-01 PATRICK STRIMPLE PATRICK STRIMPLE 2017-09-28
002 2015-01-01 PATRICK STRIMPLE
002 2014-01-01 DAVID TYLER
002 2013-01-01 DAVID TYLER
002 2012-01-01 DAVID TYLER
002 2011-01-01 DAVID TYLER
002 2010-01-01 DAVID TYLER
002 2009-01-01 DAVID TYLER

Plan Statistics for EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 303
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 90
Total of all active and inactive participants 2022-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 394
Number of participants with account balances 2022-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 237
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 323
Number of participants with account balances 2021-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 248
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 79
Total of all active and inactive participants 2020-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 327
Number of participants with account balances 2020-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 257
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 71
Total of all active and inactive participants 2019-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 328
Number of participants with account balances 2019-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 294
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 198
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 267
Number of participants with account balances 2018-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 225
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 293
Number of participants with account balances 2017-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 227
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 75
Total of all active and inactive participants 2016-01-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 302
Number of participants with account balances 2016-01-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27
2015: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 271
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 57
Total of all active and inactive participants 2015-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 328
Number of participants with account balances 2015-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 20
2014: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 263
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 300
Number of participants with account balances 2014-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 232
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 259
Number of participants with account balances 2013-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 145
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 167
Number of participants with account balances 2012-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 134
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 155
Number of participants with account balances 2011-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 122
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 141
Number of participants with account balances 2010-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 110
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 24
Total of all active and inactive participants 2009-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 134
Number of participants with account balances 2009-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	303
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	90
Total of all active and inactive participants	2022-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	394
Number of participants with account balances	2022-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	237
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	323
Number of participants with account balances	2021-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	248
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	79
Total of all active and inactive participants	2020-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	327
Number of participants with account balances	2020-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	257
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	71
Total of all active and inactive participants	2019-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	328
Number of participants with account balances	2019-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	294
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	198
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	267
Number of participants with account balances	2018-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	225
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	293
Number of participants with account balances	2017-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	227
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	75
Total of all active and inactive participants	2016-01-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	302
Number of participants with account balances	2016-01-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27
2015: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	271
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	57
Total of all active and inactive participants	2015-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	328
Number of participants with account balances	2015-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	20
2014: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	263
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	300
Number of participants with account balances	2014-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	232
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	259
Number of participants with account balances	2013-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	145
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	167
Number of participants with account balances	2012-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	134
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	155
Number of participants with account balances	2011-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	122
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	141
Number of participants with account balances	2010-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	110
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	24
Total of all active and inactive participants	2009-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	134
Number of participants with account balances	2009-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$831,663
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,482,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,396,500
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,598,310
Value of total assets at end of year	2022-12-31	$24,713,553
Value of total assets at beginning of year	2022-12-31	$26,364,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$84,292
Total interest from all sources	2022-12-31	$13,147
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$313,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$313,885
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,719,121
Participant contributions at end of year	2022-12-31	$243,348
Participant contributions at beginning of year	2022-12-31	$117,836
Participant contributions at end of year	2022-12-31	$51,765
Participant contributions at beginning of year	2022-12-31	$45,732
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,149,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,651,179
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,713,553
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,364,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$49,452
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,577,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,181,546
Interest on participant loans	2022-12-31	$13,147
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$4,818,029
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,019,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,170,358
Net investment gain or loss from common/collective trusts	2022-12-31	$76,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$730,148
Employer contributions (assets) at end of year	2022-12-31	$22,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,396,500
Contract administrator fees	2022-12-31	$34,840
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,292,856
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,594,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,519,839
Value of total corrective distributions	2021-12-31	$267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,283,280
Value of total assets at end of year	2021-12-31	$26,364,732
Value of total assets at beginning of year	2021-12-31	$23,666,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,869
Total interest from all sources	2021-12-31	$9,582
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$348,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$348,298
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,283,280
Participant contributions at end of year	2021-12-31	$117,836
Participant contributions at beginning of year	2021-12-31	$180,388
Participant contributions at end of year	2021-12-31	$45,732
Participant contributions at beginning of year	2021-12-31	$44,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,697,881
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,364,732
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,666,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$47,607
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,181,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,122,048
Interest on participant loans	2021-12-31	$9,582
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$3,019,618
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,320,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,603,346
Net investment gain or loss from common/collective trusts	2021-12-31	$48,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,519,839
Contract administrator fees	2021-12-31	$27,262
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,920,079
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,688,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,597,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,718,612
Value of total assets at end of year	2020-12-31	$23,666,851
Value of total assets at beginning of year	2020-12-31	$21,435,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$91,021
Total interest from all sources	2020-12-31	$13,912
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$343,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$343,449
Administrative expenses professional fees incurred	2020-12-31	$18,500
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,277,282
Participant contributions at end of year	2020-12-31	$180,388
Participant contributions at beginning of year	2020-12-31	$225,351
Participant contributions at end of year	2020-12-31	$44,409
Participant contributions at beginning of year	2020-12-31	$43,566
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$226,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,231,656
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,666,851
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,435,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$44,143
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,122,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,537,999
Interest on participant loans	2020-12-31	$13,912
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$3,320,006
Value of interest in common/collective trusts at beginning of year	2020-12-31	$3,609,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,767,289
Net investment gain or loss from common/collective trusts	2020-12-31	$76,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$214,468
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$18,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,597,402
Contract administrator fees	2020-12-31	$28,378
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$5,455,934
Total income from all sources (including contributions)	2019-12-31	$5,455,934
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,789,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,678,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,678,713
Value of total corrective distributions	2019-12-31	$41,922
Value of total corrective distributions	2019-12-31	$41,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,876,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,876,939
Value of total assets at end of year	2019-12-31	$21,435,195
Value of total assets at end of year	2019-12-31	$21,435,195
Value of total assets at beginning of year	2019-12-31	$17,768,856
Value of total assets at beginning of year	2019-12-31	$17,768,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$68,960
Total interest from all sources	2019-12-31	$17,144
Total interest from all sources	2019-12-31	$17,144
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,427
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$282,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$282,427
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$282,427
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,339,015
Contributions received from participants	2019-12-31	$1,339,015
Participant contributions at end of year	2019-12-31	$225,351
Participant contributions at end of year	2019-12-31	$225,351
Participant contributions at beginning of year	2019-12-31	$338,718
Participant contributions at end of year	2019-12-31	$43,566
Participant contributions at end of year	2019-12-31	$43,566
Participant contributions at beginning of year	2019-12-31	$35,538
Participant contributions at beginning of year	2019-12-31	$35,538
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$941
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,666,339
Value of net income/loss	2019-12-31	$3,666,339
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,435,195
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,435,195
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,768,856
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,768,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$43,630
Investment advisory and management fees	2019-12-31	$43,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,537,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,537,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,933,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,933,159
Interest on participant loans	2019-12-31	$17,144
Interest on participant loans	2019-12-31	$17,144
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$3,609,968
Value of interest in common/collective trusts at end of year	2019-12-31	$3,609,968
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,446,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,231,201
Net investment gain or loss from common/collective trusts	2019-12-31	$48,223
Net investment gain or loss from common/collective trusts	2019-12-31	$48,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$536,983
Contributions received in cash from employer	2019-12-31	$536,983
Employer contributions (assets) at end of year	2019-12-31	$18,311
Employer contributions (assets) at end of year	2019-12-31	$18,311
Employer contributions (assets) at beginning of year	2019-12-31	$14,771
Employer contributions (assets) at beginning of year	2019-12-31	$14,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,678,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,678,713
Contract administrator fees	2019-12-31	$25,330
Contract administrator fees	2019-12-31	$25,330
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm name	2019-12-31	MARCUM LLP
Accountancy firm EIN	2019-12-31	111986323
Accountancy firm EIN	2019-12-31	111986323
2018 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$830,770
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,639,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,607,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,692,689
Value of total assets at end of year	2018-12-31	$17,768,856
Value of total assets at beginning of year	2018-12-31	$18,577,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,839
Total interest from all sources	2018-12-31	$24,551
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$252,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$252,426
Administrative expenses professional fees incurred	2018-12-31	$10,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,197,786
Participant contributions at end of year	2018-12-31	$338,718
Participant contributions at beginning of year	2018-12-31	$439,674
Participant contributions at end of year	2018-12-31	$35,538
Participant contributions at beginning of year	2018-12-31	$41,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-808,699
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,768,856
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$18,577,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,933,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,344,538
Interest on participant loans	2018-12-31	$24,551
Value of interest in common/collective trusts at end of year	2018-12-31	$3,446,670
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,751,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,238,045
Net investment gain or loss from common/collective trusts	2018-12-31	$99,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$494,903
Employer contributions (assets) at end of year	2018-12-31	$14,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,607,630
Contract administrator fees	2018-12-31	$21,839
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARCUM LLP
Accountancy firm EIN	2018-12-31	111986323
2017 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,681,525
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,680,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,643,382
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,485,150
Value of total assets at end of year	2017-12-31	$18,577,555
Value of total assets at beginning of year	2017-12-31	$16,576,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,744
Total interest from all sources	2017-12-31	$23,719
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$165,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$165,333
Administrative expenses professional fees incurred	2017-12-31	$10,005
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$940,792
Participant contributions at end of year	2017-12-31	$439,674
Participant contributions at beginning of year	2017-12-31	$362,454
Participant contributions at end of year	2017-12-31	$41,456
Participant contributions at beginning of year	2017-12-31	$31,895
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$543,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,000,800
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$18,577,555
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,576,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,344,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,751,056
Interest on participant loans	2017-12-31	$23,719
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$3,751,887
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,431,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,943,369
Net investment gain or loss from common/collective trusts	2017-12-31	$63,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,643,382
Contract administrator fees	2017-12-31	$23,739
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARCUM LLP
Accountancy firm EIN	2017-12-31	111986323
2016 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,979,512
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,617,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,580,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$973,551
Value of total assets at end of year	2016-12-31	$16,576,755
Value of total assets at beginning of year	2016-12-31	$18,215,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,897
Total interest from all sources	2016-12-31	$22,397
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$168,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$168,552
Administrative expenses professional fees incurred	2016-12-31	$10,500
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$929,245
Participant contributions at end of year	2016-12-31	$362,454
Participant contributions at beginning of year	2016-12-31	$414,696
Participant contributions at end of year	2016-12-31	$31,895
Participant contributions at beginning of year	2016-12-31	$42,947
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$31,781
Administrative expenses (other) incurred	2016-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,638,267
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,576,755
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,215,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,751,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,825,532
Interest on participant loans	2016-12-31	$22,397
Income. Interest from loans (other than to participants)	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$4,431,350
Value of interest in common/collective trusts at beginning of year	2016-12-31	$4,922,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$692,165
Net investment gain or loss from common/collective trusts	2016-12-31	$122,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$12,525
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$9,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,580,882
Contract administrator fees	2016-12-31	$26,395
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GBHCPAS
Accountancy firm EIN	2016-12-31	260340397
2015 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,856,474
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,904,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,893,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,797,205
Value of total assets at end of year	2015-12-31	$18,215,022
Value of total assets at beginning of year	2015-12-31	$19,262,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$10,931
Total interest from all sources	2015-12-31	$29,652
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$165,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$165,761
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,360,921
Participant contributions at end of year	2015-12-31	$414,696
Participant contributions at beginning of year	2015-12-31	$512,013
Participant contributions at end of year	2015-12-31	$42,947
Participant contributions at beginning of year	2015-12-31	$43,305
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,423
Administrative expenses (other) incurred	2015-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,047,694
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,215,022
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,262,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,825,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,240,620
Interest on participant loans	2015-12-31	$29,652
Income. Interest from loans (other than to participants)	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$4,922,058
Value of interest in common/collective trusts at beginning of year	2015-12-31	$5,447,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-196,244
Net investment gain or loss from common/collective trusts	2015-12-31	$60,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$426,861
Employer contributions (assets) at end of year	2015-12-31	$9,789
Employer contributions (assets) at beginning of year	2015-12-31	$19,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,893,237
Contract administrator fees	2015-12-31	$10,925
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GBHCPAS
Accountancy firm EIN	2015-12-31	260340397
2014 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,759,077
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$857,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$852,074
Expenses. Certain deemed distributions of participant loans	2014-12-31	$343
Value of total corrective distributions	2014-12-31	$386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,911,795
Value of total assets at end of year	2014-12-31	$19,262,716
Value of total assets at beginning of year	2014-12-31	$17,360,765
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,323
Total interest from all sources	2014-12-31	$27,645
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$155,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$155,107
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,334,951
Participant contributions at end of year	2014-12-31	$512,013
Participant contributions at beginning of year	2014-12-31	$513,872
Participant contributions at end of year	2014-12-31	$43,305
Participant contributions at beginning of year	2014-12-31	$53,656
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,631
Administrative expenses (other) incurred	2014-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,901,951
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,262,716
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,360,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,240,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,742,537
Interest on participant loans	2014-12-31	$27,645
Value of interest in common/collective trusts at end of year	2014-12-31	$5,447,653
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,027,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$623,449
Net investment gain or loss from common/collective trusts	2014-12-31	$41,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$574,213
Employer contributions (assets) at end of year	2014-12-31	$19,125
Employer contributions (assets) at beginning of year	2014-12-31	$23,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$852,074
Contract administrator fees	2014-12-31	$4,320
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GBHCPAS
Accountancy firm EIN	2014-12-31	260340397
2013 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$6,607,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,826,321
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$596,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$593,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,261,267
Value of total assets at end of year	2013-12-31	$17,360,765
Value of total assets at beginning of year	2013-12-31	$8,523,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,230
Total interest from all sources	2013-12-31	$22,564
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$109,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$109,162
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$825,593
Participant contributions at end of year	2013-12-31	$513,872
Participant contributions at beginning of year	2013-12-31	$329,540
Participant contributions at end of year	2013-12-31	$53,656
Participant contributions at beginning of year	2013-12-31	$19,284
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$67,053
Administrative expenses (other) incurred	2013-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,229,816
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,360,765
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,523,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,742,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,142,482
Interest on participant loans	2013-12-31	$22,564
Value of interest in common/collective trusts at end of year	2013-12-31	$5,027,106
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,023,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,113,417
Net investment gain or loss from common/collective trusts	2013-12-31	$319,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$368,621
Employer contributions (assets) at end of year	2013-12-31	$23,594
Employer contributions (assets) at beginning of year	2013-12-31	$8,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$593,275
Contract administrator fees	2013-12-31	$3,225
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GBHCPAS
Accountancy firm EIN	2013-12-31	260340397
2012 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,795,256
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$83,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$81,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,017,137
Value of total assets at end of year	2012-12-31	$8,523,214
Value of total assets at beginning of year	2012-12-31	$6,811,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,280
Total interest from all sources	2012-12-31	$21,545
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$109,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$109,400
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$680,990
Participant contributions at end of year	2012-12-31	$329,540
Participant contributions at beginning of year	2012-12-31	$288,271
Participant contributions at end of year	2012-12-31	$19,284
Participant contributions at beginning of year	2012-12-31	$14,978
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,711,665
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,523,214
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,811,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,142,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,272,258
Interest on participant loans	2012-12-31	$21,545
Value of interest in common/collective trusts at end of year	2012-12-31	$2,023,233
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,229,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$580,354
Net investment gain or loss from common/collective trusts	2012-12-31	$66,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$316,898
Employer contributions (assets) at end of year	2012-12-31	$8,675
Employer contributions (assets) at beginning of year	2012-12-31	$6,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$81,311
Contract administrator fees	2012-12-31	$2,280
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	PRATHER KALMAN, PC
Accountancy firm EIN	2012-12-31	820579278
2011 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$829,508
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$414,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$404,035
Value of total corrective distributions	2011-12-31	$5,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$869,739
Value of total assets at end of year	2011-12-31	$6,811,549
Value of total assets at beginning of year	2011-12-31	$6,396,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,680
Total interest from all sources	2011-12-31	$23,357
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$82,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$82,410
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$593,194
Participant contributions at end of year	2011-12-31	$288,271
Participant contributions at beginning of year	2011-12-31	$318,572
Participant contributions at end of year	2011-12-31	$14,978
Participant contributions at beginning of year	2011-12-31	$68,923
Administrative expenses (other) incurred	2011-12-31	$2,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$414,569
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,811,549
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,396,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,272,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,997,089
Interest on participant loans	2011-12-31	$23,357
Value of interest in common/collective trusts at end of year	2011-12-31	$2,229,365
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,981,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$26
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-177,156
Net investment gain or loss from common/collective trusts	2011-12-31	$31,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$276,545
Employer contributions (assets) at end of year	2011-12-31	$6,651
Employer contributions (assets) at beginning of year	2011-12-31	$30,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$404,035
Contract administrator fees	2011-12-31	$2,775
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PRATHER KALMAN, PC
Accountancy firm EIN	2011-12-31	820579278
2010 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,180,341
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$315,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$313,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$648,207
Value of total assets at end of year	2010-12-31	$6,396,980
Value of total assets at beginning of year	2010-12-31	$5,532,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,503
Total interest from all sources	2010-12-31	$31,423
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$58,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$58,958
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$516,607
Participant contributions at end of year	2010-12-31	$318,572
Participant contributions at beginning of year	2010-12-31	$321,935
Participant contributions at end of year	2010-12-31	$68,923
Participant contributions at beginning of year	2010-12-31	$22,864
Administrative expenses (other) incurred	2010-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$864,949
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,396,980
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,532,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,997,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,250,656
Interest on participant loans	2010-12-31	$31,423
Value of interest in common/collective trusts at end of year	2010-12-31	$1,981,749
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,936,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$26
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$359,337
Net investment gain or loss from common/collective trusts	2010-12-31	$82,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$131,600
Employer contributions (assets) at end of year	2010-12-31	$30,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$313,889
Contract administrator fees	2010-12-31	$1,500
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PRATHER KALMAN, PC
Accountancy firm EIN	2010-12-31	820579278
2009 : EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN

2022: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE OWNED HOLDINGS, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EMPLOYEE OWNED HOLDINGS, INC.
Employer identification number (EIN):	208026834
NAIC Classification:	423800

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2006-12-05
Company Identification Number:	0800741893
Legal Registered Office Address:	16330 CENTRAL GREEN BLVD STE 200 HOUSTON United States of America (USA) 77032