Plan5500

Haberfeld Holdings, 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, Haberfeld Holdings, Inc. (EIN 83-2766366) is a plan sponsor located in Lincoln, NE with 2 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
83-2766366
Location
Lincoln, NE
Loaded plans
2
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 Haberfeld Holdings, Inc.

  • 2 loaded plans hold $45.1M in reported assets.
  • The largest, Haberfeld Holdings, Inc. Employee Stock Ownership Plan, holds 64% of this company's reported plan assets.
  • Plans cover 166 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.3MSummed across loaded plans$28,332,097
Total reported assets$45.1M$45,075,099
Total reported participants166
Total reported liabilities$16.7M$16,743,002

Reported net position

Reported assets = net assets + liabilities (summed)$45.1M total assets
Net assets$28.3MLiabilities$16.7M
Contributions & income
Employer contributions$1.5M
Participant contributions$482.4K
Total income / additions$9M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.8M
Net increase / (decrease)$7.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets64%Haberfeld Holdings, Inc. Employee Stock Ownership Plan
Participants per plan83Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Haberfeld Holdings, Inc. Employee Stock Ownership Plan$29.1M
    Plan #001 · 75 participants · 2023
  2. 2
    Haberfeld Holdings, Inc. 401(K)/Profit Sharing Plan$16M
    Plan #002 · 91 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 Haberfeld Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    Haberfeld Holdings, Inc. 401(K)/Profit Sharing Plan91 participants · 2Sch I
    View filing →
  2. 2023
    Haberfeld Holdings, Inc. Employee Stock Ownership Plan75 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Haberfeld Holdings, Inc. report on Form 5500?
Haberfeld Holdings, Inc. (EIN 83-2766366) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Haberfeld Holdings, Inc.?
The Employer Identification Number (EIN) reported for Haberfeld Holdings, Inc. is 83-2766366.
What is the latest Form 5500 filing year for Haberfeld Holdings, Inc.?
The latest loaded Form 5500 filing year for Haberfeld Holdings, Inc. is 2023.

Related Form 5500 pages