The Haskell Company Tax Deferred Savings Plan (401(K)) — Form 5500 plan (The Haskell Company)
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 Haskell Company Tax Deferred Savings Plan (401(K)) is a benefit plan reported by The Haskell Company under EIN 59-2387450 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,163 participants and $204,579,238 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Haskell Company
- EIN
- 59-2387450
- Plan number
- 001
- Plan type
- 3
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 2,163
- End-of-year plan assets
- $204,579,238
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,163 | H, C | 20241011114902NAL0043533538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,579,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,579,238
- Net assets (BOY)
- $162,658,459
Income & contributions
- Employer contributions
- $3,673,325
- Participant contributions
- $18,963,042
- Total contributions
- $25,354,878
- Total income / additions
- $55,533,514
Expenses & distributions
- Benefits paid
- $13,160,971
- Administrative expenses
- $434,433
- Total expenses
- $13,612,735
- Net increase / (decrease)
- $41,920,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $197,096 | $0 | 2023 |
| Nfp | INVESTMENT ADVISOR | $172,376 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $44,494 | not reported in the loaded dataset | 2023 |
| Forvis Mazars | ACCOUNTANT/AUDITOR | $20,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Haskell Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Fidelity Investments Institutional — Schedule C compensation
- Nfp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Forvis Mazars — Schedule C compensation