Hazelett Strip-Casting Corporation Profit Sharing — Form 5500 plan (Hazelett Strip-Casting Corporation)
Plain-English plan 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, Hazelett Strip-Casting Corporation Profit Sharing is a benefit plan reported by Hazelett Strip-Casting Corporation under EIN 03-0197228 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $27,835,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hazelett Strip-Casting Corporation
- EIN
- 03-0197228
- Plan number
- 001
- Plan type
- 2
- Location
- Colchester, VT
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $27,835,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241009104413NAL0009117459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,835,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,835,365
- Net assets (BOY)
- $24,797,041
Income & contributions
- Employer contributions
- $374,321
- Participant contributions
- $936,587
- Total contributions
- $1,858,886
- Total income / additions
- $6,402,808
Expenses & distributions
- Benefits paid
- $3,330,691
- Administrative expenses
- $33,793
- Total expenses
- $3,364,484
- Net increase / (decrease)
- $3,038,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $26,237 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,556 | $0 | 2023 |