2023 Form 5500 filing — Haumiller Engineering Company Employee Stock Ownership 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 20250221165513NAL0006133633001) for Haumiller Engineering Company Employee Stock Ownership Plan, reported by Haumiller Engineering Co. under EIN 36-2519124 and plan number 003. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221165513NAL0006133633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haumiller Engineering Co.
- EIN
- 36-2519124
- Plan number
- 003
- Location
- South Elgin, IL
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,395,305
- Total liabilities (EOY)
- $19,602
- Net assets (EOY)
- $30,375,703
- Employer contributions
- $898,396
- Total income / additions
- -$36,100
- Benefits paid
- $4,857,527
- Administrative expenses
- $11,918
- Total expenses
- $4,869,445
- Net increase / (decrease)
- -$4,905,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $11,918 | not reported in the loaded dataset |