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, Haller Enterprises, LLC Profit Sharing & Savings Plan is a benefit plan reported by Haller Enterprises, LLC under EIN 23-2271706 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $21,587,524 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,587,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,587,524
- Net assets (BOY)
- $19,404,708
Income & contributions
- Employer contributions
- $352,568
- Participant contributions
- $1,220,339
- Total contributions
- $1,599,232
- Total income / additions
- $6,632,169
Expenses & distributions
- Benefits paid
- $4,314,819
- Administrative expenses
- $102,440
- Total expenses
- $4,449,353
- Net increase / (decrease)
- $2,182,816