The Haartz Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Haartz Corporation (EIN 04-1408380) is a plan sponsor located in Acton, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-1408380
Location
Acton, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$116,489,169
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$116,489,169

Contributions & income

Employer contributions
$1,452,171
Participant contributions
$2,757,904
Total income / additions
$26,561,386

Expenses & distributions

Benefits paid / distributions
$7,584,170
Total expenses
$7,622,723
Net increase / (decrease)
$18,938,663

Coverage

Total reported participants
885
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Haartz Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Haartz Corporation 401(K) And Profit Sharing Plan002507$116,489,1692023
The Haartz Corporation Welfare Benefits Plan505378not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Haartz Corporation
YearPlanParticipantsSchedulesFiling
2023The Haartz Corporation Welfare Benefits Plan37820240701073250NAL0002636323001
2023The Haartz Corporation 401(K) And Profit Sharing Plan507H, C20241002151153NAL0004965171001

Related Form 5500 pages