2023 Form 5500 filing — H. A. P. Enterprises, Inc. 401(K) 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 20241010092357NAL0011330851001) for H. A. P. Enterprises, Inc. 401(K) Plan, reported by H. A. P. Enterprises, Inc. under EIN 25-1605062 and plan number 002. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,480,264
Participants151
Provider compensation$16.5K2 Schedule C row(s)$16,464
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010092357NAL0011330851001
Plan sponsor
H. A. P. Enterprises, Inc.
EIN
25-1605062
Plan number
002
Location
Beaver, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$843K
Benefits paid / distributions$826.6K
Contributions
Employer$155.9K
Participant$189.2K
Full reported line items
Total assets (EOY)
$4,480,264
Total liabilities (EOY)
$0
Net assets (EOY)
$4,480,264
Employer contributions
$155,894
Participant contributions
$189,239
Total income / additions
$1,081,116
Benefits paid
$826,560
Administrative expenses
$16,464
Total expenses
$843,024
Net increase / (decrease)
$238,092
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $14.9K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

Related Form 5500 pages