AdvancedMAD Academy0:46Filings

The Filing About the Employee Plan

An 11-K reports on a company's employee stock plan, and its main value is showing how much of the plan sits in employer stock.

0:46 · 6 scenes

This lesson is part of a MAD Academy plan.

What the Lesson Covers

  1. 0:00This filing is about the employee retirement plan, not about the company.
  2. 0:05What it covers. The plan's own audited financials: assets held, contributions and participants.
  3. 0:14The number worth finding. How much of the plan is held in the employer's own stock.
  4. 0:24Why that concentration matters. Employees whose salary and savings depend on one company carry the same risk twice.
  5. 0:33The honest limit. It is a niche filing. Most investors will never need to read one.
  6. 0:41Read it for the concentration figure, and little else.
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Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
The Filing About the Employee Plan — MAD Academy Training Video · MadStockAlerts