2023 Form 5500 filing — Haag Engineering Co. Employees Profit Sharing/401(K) Plan And Trust
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 20241009090013NAL0018934225001) for Haag Engineering Co. Employees Profit Sharing/401(K) Plan And Trust, reported by Haag Engineering Co. under EIN 75-1102228 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090013NAL0018934225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haag Engineering Co.
- EIN
- 75-1102228
- Plan number
- 001
- Location
- Flower Mound, TX
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,359,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,359,558
- Employer contributions
- $704,044
- Participant contributions
- $1,623,497
- Total income / additions
- $7,276,223
- Benefits paid
- $1,832,632
- Administrative expenses
- $55,327
- Total expenses
- $1,887,959
- Net increase / (decrease)
- $5,388,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $34,254 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,073 | $0 |