2023 Form 5500 filing — The Haskell Company Tax Deferred Savings Plan (401(K))
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 20241011114902NAL0043533538001) for The Haskell Company Tax Deferred Savings Plan (401(K)), reported by The Haskell Company under EIN 59-2387450 and plan number 001. It reports 2,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114902NAL0043533538001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Haskell Company
- EIN
- 59-2387450
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 2,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,579,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,579,238
- Employer contributions
- $3,673,325
- Participant contributions
- $18,963,042
- Total income / additions
- $55,533,514
- Benefits paid
- $13,160,971
- Administrative expenses
- $434,433
- Total expenses
- $13,612,735
- Net increase / (decrease)
- $41,920,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $197,096 | $0 |
| Nfp | INVESTMENT ADVISOR | $172,376 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $44,494 | not reported in the loaded dataset |
| Forvis Mazars | ACCOUNTANT/AUDITOR | $20,475 | not reported in the loaded dataset |