2023 Form 5500 filing — The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, 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 20241011151158NAL0011090643001) for The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc., reported by Haun Welding Supply, Inc under EIN 15-0600299 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151158NAL0011090643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haun Welding Supply, Inc
- EIN
- 15-0600299
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,790,291
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,790,291
- Employer contributions
- $245,926
- Participant contributions
- $1,436,022
- Total income / additions
- $5,876,756
- Benefits paid
- $2,274,849
- Administrative expenses
- $84,059
- Total expenses
- $2,358,908
- Net increase / (decrease)
- $3,517,848
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reagan Companies Asset Mgmt. | INVESTMENT ADVISOR | $59,858 | not reported in the loaded dataset |
| Benefit Plans Administrative Svcs | RECORDKEEPER | $24,201 | $0 |