Plan5500

Haleys Lock, Safe & Key Service, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Haleys Lock, Safe & Key Service, Inc. (EIN 35-1391367) is a plan sponsor located in Lafayette, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-1391367
Location
Lafayette, IN
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Haleys Lock, Safe & Key Service, Inc.

  • 1 loaded plans hold $610.2K in reported assets.
  • The largest, Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$198.5KSummed across loaded plans$198,497
Total reported assets$610.2K$610,164
Total reported participants20
Total reported liabilities$411.7K$411,667

Reported net position

Reported assets = net assets + liabilities (summed)$610.2K total assets
Net assets$198.5KLiabilities$411.7K
Contributions & income
Employer contributions$37.1K
Participant contributionsNot reported
Total income / additions$91.1K
Expenses & distributions
Benefits paid / distributions$2.7K
Total expenses$8.2K
Net increase / (decrease)$82.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan
Participants per plan20Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan$610.2K
    Plan #001 · 20 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Haleys Lock, Safe & Key Service, Inc.. Open one for its full reported snapshot.

  1. 2023
    Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan20 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Haleys Lock, Safe & Key Service, Inc. report on Form 5500?
Haleys Lock, Safe & Key Service, Inc. (EIN 35-1391367) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Haleys Lock, Safe & Key Service, Inc.?
The Employer Identification Number (EIN) reported for Haleys Lock, Safe & Key Service, Inc. is 35-1391367.
What is the latest Form 5500 filing year for Haleys Lock, Safe & Key Service, Inc.?
The latest loaded Form 5500 filing year for Haleys Lock, Safe & Key Service, Inc. is 2023.

Related Form 5500 pages