2023 Form 5500 filing — Haley Ward Employee Stock Ownership 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 20250722144300NAL0003303552001) for Haley Ward Employee Stock Ownership 401(K) Plan, reported by Haley Ward under EIN 01-0360334 and plan number 002. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722144300NAL0003303552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haley Ward
- EIN
- 01-0360334
- Plan number
- 002
- Location
- Bangor, ME
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,238,368
- Total liabilities (EOY)
- $4,654
- Net assets (EOY)
- $43,233,714
- Employer contributions
- $767,316
- Participant contributions
- $1,573,869
- Total income / additions
- $16,950,629
- Benefits paid
- $1,145,365
- Administrative expenses
- -$6,808
- Total expenses
- $1,138,699
- Net increase / (decrease)
- $15,811,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,400 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $825 | $0 |