Plan5500

H. A. P. Enterprises, Inc. 401(K) Plan — Form 5500 plan (H. A. P. Enterprises, 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, H. A. P. Enterprises, Inc. 401(K) Plan is a benefit plan reported by H. A. P. Enterprises, Inc. under EIN 25-1605062 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $4,480,264 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,480,264
Participants151Covered participants reported
Assets / participant$29.7KComputed: assets ÷ participants$29,671 (computed)
Provider compensation$16.5K2 Schedule C provider row(s)$16,464
Plan sponsor
H. A. P. Enterprises, Inc.
EIN
25-1605062
Plan number
002
Plan type
2
Location
Beaver, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    151 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$843K
Benefits paid / distributions$826.6K
Contributions
Employer$155.9K
Participant$189.2K
Full reported line items

Net assets

Total assets (EOY)
$4,480,264
Total liabilities (EOY)
$0
Net assets (EOY)
$4,480,264
Net assets (BOY)
$4,242,172

Income & contributions

Employer contributions
$155,894
Participant contributions
$189,239
Total contributions
$345,133
Total income / additions
$1,081,116

Expenses & distributions

Benefits paid
$826,560
Administrative expenses
$16,464
Total expenses
$843,024
Net increase / (decrease)
$238,092
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income76%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Valley Brook Capital Group, Inc.$14.9K
    INVESTMENT ADVISOR · Direct $14.9K
  2. 2
    Capital Group Retirement Plan Svcs.$1.6K
    RECORDKEEPER · Direct $1.6K · Indirect $0

Related Form 5500 pages