2023 Form 5500 filing — The Haartz Corporation 401(K) And Profit Sharing 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 20241002151153NAL0004965171001) for The Haartz Corporation 401(K) And Profit Sharing Plan, reported by The Haartz Corporation under EIN 04-1408380 and plan number 002. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$116.5MReported net assets$116,489,169
Participants507
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002151153NAL0004965171001
Plan sponsor
The Haartz Corporation
EIN
04-1408380
Plan number
002
Location
Acton, MA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$116.5M total assets
Net assets$116.5MLiabilities$0
Money in vs. money out
Total income / additions$26.6M
Total expenses$7.6M
Benefits paid / distributions$7.6M
Contributions
Employer$1.5M
Participant$2.8M
Full reported line items
Total assets (EOY)
$116,489,169
Total liabilities (EOY)
$0
Net assets (EOY)
$116,489,169
Employer contributions
$1,452,171
Participant contributions
$2,757,904
Total income / additions
$26,561,386
Benefits paid
$7,584,170
Administrative expenses
$28,927
Total expenses
$7,622,723
Net increase / (decrease)
$18,938,663
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $28.9K
  2. 2
    RECORDKEEPER · Direct -$58.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002151153NAL0004965171001 cover?
It is the 2023 Form 5500 filing for The Haartz Corporation 401(K) And Profit Sharing Plan, reported by The Haartz Corporation (EIN 04-1408380).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages