2023 Form 5500 filing — Haas Sons, Inc. 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 20241009111702NAL0010558643001) for Haas Sons, Inc. 401(K) Profit Sharing Plan, reported by Haas Sons, Inc. under EIN 39-1621289 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111702NAL0010558643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haas Sons, Inc.
- EIN
- 39-1621289
- Plan number
- 001
- Location
- Thorp, WI
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,469,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,469,284
- Employer contributions
- $2,952,119
- Participant contributions
- $987,934
- Total income / additions
- $9,415,377
- Benefits paid
- $3,338,607
- Administrative expenses
- $143,082
- Total expenses
- $3,488,940
- Net increase / (decrease)
- $5,926,437
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co | NONE | $71,828 | not reported in the loaded dataset |
| Nfp Retirement | NONE | $23,566 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $14,700 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | NONE | $2,295 | $0 |