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 Haddad Organization, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by The Haddad Organization, Ltd. under EIN 13-2856820 and plan number 002. The latest loaded filing year is 2023. The filing reports 621 participants and $48,164,802 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,164,802
- Net assets (EOY)
- $48,164,802
- Net assets (BOY)
- $38,351,674
Income & contributions
- Employer contributions
- $1,732,311
- Participant contributions
- $2,271,882
- Total contributions
- $4,208,499
- Total income / additions
- $10,873,373
Expenses & distributions
- Benefits paid
- $927,852
- Administrative expenses
- $132,393
- Total expenses
- $1,060,245
- Net increase / (decrease)
- $9,813,128