2023 Form 5500 filing — The Haartz Corporation 401(K) And Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002151153NAL0004965171001) for The Haartz Corporation 401(K) And Profit Sharing Plan, reported by The Haartz Corporation under EIN 04-1408380 and plan number 002. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002151153NAL0004965171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Haartz Corporation
- EIN
- 04-1408380
- Plan number
- 002
- Location
- Acton, MA
- Participants
- 507
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,489,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,489,169
- Employer contributions
- $1,452,171
- Participant contributions
- $2,757,904
- Total income / additions
- $26,561,386
- Benefits paid
- $7,584,170
- Administrative expenses
- $28,927
- Total expenses
- $7,622,723
- Net increase / (decrease)
- $18,938,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $28,927 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$58,063 | $0 |