F.C. Haab Co Inc. Consolidated Profit Sharing And Retirement Plan — Form 5500 plan (F.C. Haab Co., 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, F.C. Haab Co Inc. Consolidated Profit Sharing And Retirement Plan is a benefit plan reported by F.C. Haab Co., Inc. under EIN 23-1269582 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $23,924,848 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
F.C. Haab Co., Inc.
EIN
23-1269582
Plan number
001
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
144
End-of-year plan assets
$23,924,848

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241216113945NAL0001420017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,924,848
Total liabilities (EOY)
$0
Net assets (EOY)
$23,924,848
Net assets (BOY)
$21,335,623

Income & contributions

Employer contributions
$204,950
Participant contributions
$672,571
Total contributions
$1,495,757
Total income / additions
$5,263,086

Expenses & distributions

Benefits paid
$2,623,085
Administrative expenses
$50,310
Total expenses
$2,673,861
Net increase / (decrease)
$2,589,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Institutional Asset ManagementNONE$29,127not reported in the loaded dataset2023
Newport Group, Inc.NONE$21,792$02023

Related Form 5500 pages