2023 Form 5500 filing — Hatley Construction Inc. 401k Profit Sharing Plan & Trust

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 20241107132351NAL0011414817001) for Hatley Construction Inc. 401k Profit Sharing Plan & Trust, reported by Hatley Construction Inc. 401k Profit Sharing Plan & Trust under EIN 93-0902601 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,249,962
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241107132351NAL0011414817001
Plan sponsor
Hatley Construction Inc. 401k Profit Sharing Plan & Trust
EIN
93-0902601
Plan number
001
Location
Pilot Rock, OR
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$294K
Total expenses$143K
Benefits paid / distributions$143K
Contributions
Employer$11.1K
Participant$20.3K
Full reported line items
Total assets (EOY)
$1,249,962
Net assets (EOY)
$1,249,962
Employer contributions
$11,069
Participant contributions
$20,297
Total income / additions
$293,965
Benefits paid
$142,969
Total expenses
$142,969
Net increase / (decrease)
$150,996

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241107132351NAL0011414817001 cover?
It is the 2023 Form 5500 filing for Hatley Construction Inc. 401k Profit Sharing Plan & Trust, reported by Hatley Construction Inc. 401k Profit Sharing Plan & Trust (EIN 93-0902601).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages