Plan5500

Hafer Petroleum Equipment, Ltd. Employee Welfare Plan — Form 5500 plan (Hafer Petroleum Equipment, Ltd.)

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, Hafer Petroleum Equipment, Ltd. Employee Welfare Plan is a benefit plan reported by Hafer Petroleum Equipment, Ltd. under EIN 23-1936912 and plan number 501. The latest loaded filing year is 2023. The filing reports 42 participants and $8,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hafer Petroleum Equipment, Ltd.
EIN
23-1936912
Plan number
501
Plan type
2
Location
Birdsboro, PA
Latest filing year
2023
Participants
42
End-of-year plan assets
$8,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I, C20250409051626NAL0037173218001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$8,616
Total liabilities (EOY)
$84,517
Net assets (EOY)
-$75,901
Net assets (BOY)
$4,471

Income & contributions

Employer contributions
$375,176
Participant contributions
$142,538
Total income / additions
$518,718

Expenses & distributions

Benefits paid
$389,808
Administrative expenses
$1,871
Total expenses
$599,090
Net increase / (decrease)
-$80,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Engle Hambright & DaviesBROKER$12,753not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$9,134not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$1,981not reported in the loaded dataset2023
Capital Blue CrossADMIN$1,871not reported in the loaded dataset2023

Related Form 5500 pages