Haumiller Engineering Company Employee Stock Ownership Plan — Form 5500 plan (Haumiller Engineering Co.)
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, Haumiller Engineering Company Employee Stock Ownership Plan is a benefit plan reported by Haumiller Engineering Co. under EIN 36-2519124 and plan number 003. The latest loaded filing year is 2023. The filing reports 147 participants and $30,395,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haumiller Engineering Co.
- EIN
- 36-2519124
- Plan number
- 003
- Plan type
- 2
- Location
- South Elgin, IL
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $30,395,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20250221165513NAL0006133633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,395,305
- Total liabilities (EOY)
- $19,602
- Net assets (EOY)
- $30,375,703
- Net assets (BOY)
- $35,281,248
Income & contributions
- Employer contributions
- $898,396
- Total contributions
- $898,396
- Total income / additions
- -$36,100
Expenses & distributions
- Benefits paid
- $4,857,527
- Administrative expenses
- $11,918
- Total expenses
- $4,869,445
- Net increase / (decrease)
- -$4,905,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $11,918 | not reported in the loaded dataset | 2023 |