Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(K) Plan — Form 5500 plan (Haley & Aldrich, 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, Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(K) Plan is a benefit plan reported by Haley & Aldrich, Inc. under EIN 04-2295689 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,274 participants and $283,201,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haley & Aldrich, Inc.
- EIN
- 04-2295689
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 1,274
- End-of-year plan assets
- $283,201,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,274 | H, C | 20250918124551NAL0003175218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $283,201,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $283,201,345
- Net assets (BOY)
- $242,136,336
Income & contributions
- Employer contributions
- $3,518,906
- Participant contributions
- $11,455,165
- Total contributions
- $22,512,037
- Total income / additions
- $61,203,288
Expenses & distributions
- Benefits paid
- $20,089,149
- Administrative expenses
- $96,046
- Total expenses
- $20,187,099
- Net increase / (decrease)
- $41,016,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $53,666 | not reported in the loaded dataset | 2023 |
| Nepc LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies, Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $1,681 | $0 | 2023 |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haley & Aldrich, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Empower Advisory Group, LLC — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation