2023 Form 5500 filing — Archbright Multiple Employer Plan As Adopted By Haakon Industries, Inc.
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 20241002061838NAL0003840435001) for Archbright Multiple Employer Plan As Adopted By Haakon Industries, Inc., reported by Haakon Industries, Inc. under EIN 98-0132585 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002061838NAL0003840435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haakon Industries, Inc.
- EIN
- 98-0132585
- Plan number
- 002
- Location
- White Plains, NY
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,259,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,259,662
- Employer contributions
- $263,384
- Participant contributions
- $449,138
- Total income / additions
- $1,830,016
- Benefits paid
- $162,998
- Administrative expenses
- $56,062
- Total expenses
- $219,060
- Net increase / (decrease)
- $1,610,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services, Inc | RECORDKEEPER | $56,062 | not reported in the loaded dataset |
| Trutina Financial | ADVISOR | $0 | not reported in the loaded dataset |
| Reliance Trust Co. | CUSTODIAL | $0 | not reported in the loaded dataset |