The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc. — Form 5500 plan (Haun Welding Supply, 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, The Employees' Profit Sharing & Retirement Plan Of Haun Welding Supply, Inc. is a benefit plan reported by Haun Welding Supply, Inc under EIN 15-0600299 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $25,790,291 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Haun Welding Supply, Inc
EIN
15-0600299
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
389
End-of-year plan assets
$25,790,291

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241011151158NAL0011090643001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,790,291
Total liabilities (EOY)
$0
Net assets (EOY)
$25,790,291
Net assets (BOY)
$22,272,443

Income & contributions

Employer contributions
$245,926
Participant contributions
$1,436,022
Total contributions
$1,893,043
Total income / additions
$5,876,756

Expenses & distributions

Benefits paid
$2,274,849
Administrative expenses
$84,059
Total expenses
$2,358,908
Net increase / (decrease)
$3,517,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reagan Companies Asset Mgmt.INVESTMENT ADVISOR$59,858not reported in the loaded dataset2023
Benefit Plans Administrative SvcsRECORDKEEPER$24,201$02023

Related Form 5500 pages