Hayward Tyler Inc. 401(K) Plan — Form 5500 plan (Hayward Tyler, Inc.)

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, Hayward Tyler Inc. 401(K) Plan is a benefit plan reported by Hayward Tyler, Inc. under EIN 03-0259877 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $22,202,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hayward Tyler, Inc.
EIN
03-0259877
Plan number
001
Plan type
2
Location
Colchester, VT
Latest filing year
2023
Participants
177
End-of-year plan assets
$22,202,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240626162748NAL0009574273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,202,053
Total liabilities (EOY)
$0
Net assets (EOY)
$22,202,053
Net assets (BOY)
$17,497,572

Income & contributions

Employer contributions
$589,054
Participant contributions
$1,399,346
Total contributions
$2,543,110
Total income / additions
$6,125,433

Expenses & distributions

Benefits paid
$1,351,311
Administrative expenses
$69,641
Total expenses
$1,420,952
Net increase / (decrease)
$4,704,481

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$33,907not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,955$02023
Strategic Advisors, Inc.ADVISOR$12,778not reported in the loaded dataset2023

Related Form 5500 pages