2023 Form 5500 filing — Haley & Aldrich, Inc. Discretionary Profit Sharing & 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 20250918124551NAL0003175218001) for Haley & Aldrich, Inc. Discretionary Profit Sharing & 401(K) Plan, reported by Haley & Aldrich, Inc. under EIN 04-2295689 and plan number 001. It reports 1,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250918124551NAL0003175218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haley & Aldrich, Inc.
- EIN
- 04-2295689
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 1,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $283,201,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $283,201,345
- Employer contributions
- $3,518,906
- Participant contributions
- $11,455,165
- Total income / additions
- $61,203,288
- Benefits paid
- $20,089,149
- Administrative expenses
- $96,046
- Total expenses
- $20,187,099
- Net increase / (decrease)
- $41,016,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $53,666 | not reported in the loaded dataset |
| Nepc LLC | NONE | $50,000 | not reported in the loaded dataset |
| Pkf O'Connor Davies, Llp | NONE | $15,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $1,681 | $0 |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |