2023 Form 5500 filing — Haltec Corporation 401(K) 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 20241014091346NAL0013045539001) for Haltec Corporation 401(K) Profit Sharing Plan, reported by Haltec Corporation under EIN 34-1488414 and plan number 001. It reports 127 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)$8.9MReported net assets$8,900,229

Participants127

Provider compensation$32.2K2 Schedule C row(s)$32,184

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014091346NAL0013045539001
Plan sponsor: Haltec Corporation
EIN: 34-1488414
Plan number: 001
Location: Leetonia, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$8.9M total assets

Net assets$8.9MLiabilities$0

Money in vs. money out

Total income / additions$2.1M

Total expenses$361K

Benefits paid / distributions$328.8K

Contributions

Employer$460.2K

Participant$375K

Full reported line items

Total assets (EOY): $8,900,229
Total liabilities (EOY): $0
Net assets (EOY): $8,900,229
Employer contributions: $460,228
Participant contributions: $374,969
Total income / additions: $2,102,160
Benefits paid: $328,787
Administrative expenses: $32,184
Total expenses: $360,971
Net increase / (decrease): $1,741,189

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$31.2K
RECORDKEEPER · Direct $31.2K · Indirect $0
2
Empower Advisory Group, LLC$960
INVESTMENT MGMT · Direct $960

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014091346NAL0013045539001 cover?: It is the 2023 Form 5500 filing for Haltec Corporation 401(K) Profit Sharing Plan, reported by Haltec Corporation (EIN 34-1488414).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).