2023 Form 5500 filing — Haldeman Inc. 401(K) 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 20240710164533NAL0008815331001) for Haldeman Inc. 401(K) Plan, reported by Haldeman Inc. under EIN 95-0803020 and plan number 003. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,916,594
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710164533NAL0008815331001
Plan sponsor
Haldeman Inc.
EIN
95-0803020
Plan number
003
Location
City Of Commerce, CA
Received date
not reported in the loaded dataset
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$0
Participant$377.3K
Full reported line items
Total assets (EOY)
$6,916,594
Total liabilities (EOY)
$0
Net assets (EOY)
$6,916,594
Employer contributions
$0
Participant contributions
$377,310
Total income / additions
$1,666,383
Benefits paid
$1,677,978
Administrative expenses
$1,068
Total expenses
$1,688,853
Net increase / (decrease)
-$22,470

Related Form 5500 pages