2023 Form 5500 filing — Haumiller Engineering Company Employee Stock Ownership 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 20250221165513NAL0006133633001) for Haumiller Engineering Company Employee Stock Ownership Plan, reported by Haumiller Engineering Co. under EIN 36-2519124 and plan number 003. It reports 147 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)$30.4MReported net assets$30,375,703
Participants147
Provider compensation$11.9K1 Schedule C row(s)$11,918
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250221165513NAL0006133633001
- Plan sponsor
- Haumiller Engineering Co.
- EIN
- 36-2519124
- Plan number
- 003
- Location
- South Elgin, IL
- 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)$30.4M total assets
Net assets$30.4MLiabilities$19.6K
Full reported line items
- Total assets (EOY)
- $30,395,305
- Total liabilities (EOY)
- $19,602
- Net assets (EOY)
- $30,375,703
- Employer contributions
- $898,396
- Total income / additions
- -$36,100
- Benefits paid
- $4,857,527
- Administrative expenses
- $11,918
- Total expenses
- $4,869,445
- Net increase / (decrease)
- -$4,905,545
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $11,918 | not reported in the loaded dataset |