Haylor Freyer & Coon Inc. Employee Stock Ownership Plan — Form 5500 plan (Haylor Freyer & Coon Inc.)
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, Haylor Freyer & Coon Inc. Employee Stock Ownership Plan is a benefit plan reported by Haylor Freyer & Coon Inc. under EIN 15-0547748 and plan number 003. The latest loaded filing year is 2023. The filing reports 211 participants and $33,553,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haylor Freyer & Coon Inc.
- EIN
- 15-0547748
- Plan number
- 003
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $33,553,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20250226082257NAL0000833841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,553,117
- Total liabilities (EOY)
- $54
- Net assets (EOY)
- $33,553,063
- Net assets (BOY)
- $31,914,216
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,753,585
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $114,738
- Total expenses
- $114,738
- Net increase / (decrease)
- $1,638,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies | NONE | $33,089 | not reported in the loaded dataset | 2023 |
| Isaacks & Associates | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Haylor, Freyor, & Coon | PLAN SPONSOR | $17,477 | not reported in the loaded dataset | 2023 |
| Dannible & Mckee, Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $13,197 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Haylor Freyer & Coon Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Transition Finance Strategies — Schedule C compensation
- Isaacks & Associates — Schedule C compensation
- Haylor, Freyor, & Coon — Schedule C compensation
- Dannible & Mckee, Llp — Schedule C compensation
- Lpl Financial — Schedule C compensation