2023 Form 5500 filing — Hausmann Enterprises 401(K) 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 20241007101505NAL0015916993001) for Hausmann Enterprises 401(K) Profit Sharing Plan, reported by Hausmann Construction, Inc. under EIN 45-0523054 and plan number 001. It reports 472 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)$18.7MReported net assets$18,676,673
Participants472
Provider compensation$46.5K3 Schedule C row(s)$46,459
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007101505NAL0015916993001
Plan sponsor
Hausmann Construction, Inc.
EIN
45-0523054
Plan number
001
Location
Lincoln, NE
Received date
not reported in the loaded dataset
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)$18.7M total assets
Net assets$18.7MLiabilities$1K
Money in vs. money out
Total income / additions$6.1M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1.1M
Participant$2.1M
Full reported line items
Total assets (EOY)
$18,677,703
Total liabilities (EOY)
$1,030
Net assets (EOY)
$18,676,673
Employer contributions
$1,068,564
Participant contributions
$2,085,095
Total income / additions
$6,055,387
Benefits paid
$3,294,418
Administrative expenses
$100,752
Total expenses
$3,395,170
Net increase / (decrease)
$2,660,217

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond James Fsa Inc.INVESTMENT ADVISOR$41,328not reported in the loaded dataset
Wilshire Associates Inc. (Usa)INVESTMENT ADVISOR$3,306not reported in the loaded dataset
John Hancock Life Insurance CompanyRECORDKEEPER$1,825$0

Related Form 5500 pages