The Habegger Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Habegger Corporation)
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, The Habegger Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Habegger Corporation under EIN 31-1225518 and plan number 002. The latest loaded filing year is 2023. The filing reports 706 participants and $73,502,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Habegger Corporation
- EIN
- 31-1225518
- Plan number
- 002
- Plan type
- 2
- Location
- Sharonville, OH
- Latest filing year
- 2023
- Participants
- 706
- End-of-year plan assets
- $73,502,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 706 | H, C | 20241015110657NAL0029349345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,502,305
- Total liabilities (EOY)
- $33,988
- Net assets (EOY)
- $73,468,317
- Net assets (BOY)
- $62,527,273
Income & contributions
- Employer contributions
- $2,671,891
- Participant contributions
- $2,888,918
- Total contributions
- $6,237,413
- Total income / additions
- $16,399,158
Expenses & distributions
- Benefits paid
- $5,304,333
- Administrative expenses
- $153,781
- Total expenses
- $5,458,114
- Net increase / (decrease)
- $10,941,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $87,555 | $0 | 2023 |
| Ubs Financial Services, Inc. | SERVICE PROVIDER | $37,125 | not reported in the loaded dataset | 2023 |