The Haartz Corporation 401(K) And Profit Sharing Plan — Form 5500 plan (The Haartz Corporation)
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, The Haartz Corporation 401(K) And Profit Sharing Plan is a benefit plan reported by The Haartz Corporation under EIN 04-1408380 and plan number 002. The latest loaded filing year is 2023. The filing reports 507 participants and $116,489,169 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Haartz Corporation
- EIN
- 04-1408380
- Plan number
- 002
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 507
- End-of-year plan assets
- $116,489,169
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 507 | H, C | 20241002151153NAL0004965171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,489,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,489,169
- Net assets (BOY)
- $97,550,506
Income & contributions
- Employer contributions
- $1,452,171
- Participant contributions
- $2,757,904
- Total contributions
- $4,369,888
- Total income / additions
- $26,561,386
Expenses & distributions
- Benefits paid
- $7,584,170
- Administrative expenses
- $28,927
- Total expenses
- $7,622,723
- Net increase / (decrease)
- $18,938,663
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $28,927 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$58,063 | $0 | 2023 |