2023 Form 5500 filing — The Haddad Organization, Ltd. 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 20241015112341NAL0029390289001) for The Haddad Organization, Ltd. 401(K) Profit Sharing Plan, reported by The Haddad Organization, Ltd. under EIN 13-2856820 and plan number 002. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112341NAL0029390289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Haddad Organization, Ltd.
- EIN
- 13-2856820
- Plan number
- 002
- Location
- Dayton, NJ
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,164,802
- Net assets (EOY)
- $48,164,802
- Employer contributions
- $1,732,311
- Participant contributions
- $2,271,882
- Total income / additions
- $10,873,373
- Benefits paid
- $927,852
- Administrative expenses
- $132,393
- Total expenses
- $1,060,245
- Net increase / (decrease)
- $9,813,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $0 | $50,000 |