Haas Automation, Inc. 401k Profit Sharing Plan — Form 5500 plan (Haas Automation, 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 Automation, Inc. 401k Profit Sharing Plan is a benefit plan reported by Haas Automation, Inc. under EIN 95-3883244 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,760 participants and $308,602,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haas Automation, Inc.
EIN
95-3883244
Plan number
001
Plan type
2
Location
Oxnard, CA
Latest filing year
2023
Participants
1,760
End-of-year plan assets
$308,602,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,760H, C20241010183947NAL0041214018001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$308,602,240
Net assets (EOY)
$308,602,240
Net assets (BOY)
$263,338,598

Income & contributions

Employer contributions
$8,800,000
Participant contributions
$11,004,991
Total contributions
$19,873,903
Total income / additions
$63,589,059

Expenses & distributions

Benefits paid
$18,179,469
Administrative expenses
$53,582
Total expenses
$18,325,417
Net increase / (decrease)
$45,263,642

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$42,409not reported in the loaded dataset2023
Prism Advisors IncNONE$8,633not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$850$02023

Related Form 5500 pages