2023 Form 5500 filing — Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614114801NAL0032102401001) for Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan, reported by Haleys Lock, Safe & Key Service, Inc. under EIN 35-1391367 and plan number 001. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$198.5KReported net assets$198,497
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240614114801NAL0032102401001
Plan sponsor
Haleys Lock, Safe & Key Service, Inc.
EIN
35-1391367
Plan number
001
Location
Lafayette, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$610.2K total assets
Net assets$198.5KLiabilities$411.7K
Money in vs. money out
Total income / additions$91.1K
Total expenses$8.2K
Benefits paid / distributions$2.7K
Contributions
Employer$37.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$610,164
Total liabilities (EOY)
$411,667
Net assets (EOY)
$198,497
Employer contributions
$37,060
Total income / additions
$91,092
Benefits paid
$2,686
Administrative expenses
$95
Total expenses
$8,174
Net increase / (decrease)
$82,918

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240614114801NAL0032102401001 cover?
It is the 2023 Form 5500 filing for Haley'S Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan, reported by Haleys Lock, Safe & Key Service, Inc. (EIN 35-1391367).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages