Haas Sons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Haas Sons, 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, Haas Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Haas Sons, Inc. under EIN 39-1621289 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $36,469,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haas Sons, Inc.
- EIN
- 39-1621289
- Plan number
- 001
- Plan type
- 2
- Location
- Thorp, WI
- Latest filing year
- 2023
- Participants
- 468
- End-of-year plan assets
- $36,469,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 468 | H, C | 20241009111702NAL0010558643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,469,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,469,284
- Net assets (BOY)
- $30,542,847
Income & contributions
- Employer contributions
- $2,952,119
- Participant contributions
- $987,934
- Total contributions
- $4,226,882
- Total income / additions
- $9,415,377
Expenses & distributions
- Benefits paid
- $3,338,607
- Administrative expenses
- $143,082
- Total expenses
- $3,488,940
- Net increase / (decrease)
- $5,926,437
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co | NONE | $71,828 | not reported in the loaded dataset | 2023 |
| Nfp Retirement | NONE | $23,566 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $14,700 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | NONE | $2,295 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haas Sons, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Thorp, WI
- Robert W Baird & Co — Schedule C compensation
- Nfp Retirement — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation