Haag Engineering Co. Employees Profit Sharing/401(K) Plan And Trust — Form 5500 plan (Haag 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, Haag Engineering Co. Employees Profit Sharing/401(K) Plan And Trust is a benefit plan reported by Haag Engineering Co. under EIN 75-1102228 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $34,359,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haag Engineering Co.
- EIN
- 75-1102228
- Plan number
- 001
- Plan type
- 2
- Location
- Flower Mound, TX
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $34,359,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241009090013NAL0018934225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,359,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,359,558
- Net assets (BOY)
- $28,971,294
Income & contributions
- Employer contributions
- $704,044
- Participant contributions
- $1,623,497
- Total contributions
- $2,333,470
- Total income / additions
- $7,276,223
Expenses & distributions
- Benefits paid
- $1,832,632
- Administrative expenses
- $55,327
- Total expenses
- $1,887,959
- Net increase / (decrease)
- $5,388,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $34,254 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,073 | $0 | 2023 |