2023 Form 5500 filing — Haylor Freyer & Coon Inc. 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 20250226082257NAL0000833841001) for Haylor Freyer & Coon Inc. Employee Stock Ownership Plan, reported by Haylor Freyer & Coon Inc. under EIN 15-0547748 and plan number 003. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226082257NAL0000833841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haylor Freyer & Coon Inc.
- EIN
- 15-0547748
- Plan number
- 003
- Location
- Syracuse, NY
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,553,117
- Total liabilities (EOY)
- $54
- Net assets (EOY)
- $33,553,063
- Total income / additions
- $1,753,585
- Benefits paid
- $0
- Administrative expenses
- $114,738
- Total expenses
- $114,738
- Net increase / (decrease)
- $1,638,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies | NONE | $33,089 | not reported in the loaded dataset |
| Isaacks & Associates | NONE | $32,000 | not reported in the loaded dataset |
| Haylor, Freyor, & Coon | PLAN SPONSOR | $17,477 | not reported in the loaded dataset |
| Dannible & Mckee, Llp | NONE | $16,500 | not reported in the loaded dataset |
| Lpl Financial | NONE | $13,197 | not reported in the loaded dataset |