Haley Ward Employee Stock Ownership 401(K) Plan — Form 5500 plan (Haley Ward)
Plain-English plan 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, Haley Ward Employee Stock Ownership 401(K) Plan is a benefit plan reported by Haley Ward under EIN 01-0360334 and plan number 002. The latest loaded filing year is 2023. The filing reports 211 participants and $43,238,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haley Ward
- EIN
- 01-0360334
- Plan number
- 002
- Plan type
- 2
- Location
- Bangor, ME
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $43,238,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20250722144300NAL0003303552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,238,368
- Total liabilities (EOY)
- $4,654
- Net assets (EOY)
- $43,233,714
- Net assets (BOY)
- $27,421,784
Income & contributions
- Employer contributions
- $767,316
- Participant contributions
- $1,573,869
- Total contributions
- $2,984,612
- Total income / additions
- $16,950,629
Expenses & distributions
- Benefits paid
- $1,145,365
- Administrative expenses
- -$6,808
- Total expenses
- $1,138,699
- Net increase / (decrease)
- $15,811,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $2,400 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $825 | $0 | 2023 |