Hale Trailer Brake & Wheel, Inc. 401(K) Plan — Form 5500 plan (Hale Trailer Brake & Wheel, 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, Hale Trailer Brake & Wheel, Inc. 401(K) Plan is a benefit plan reported by Hale Trailer Brake & Wheel, Inc. under EIN 23-1622629 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $33,326,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hale Trailer Brake & Wheel, Inc.
EIN
23-1622629
Plan number
001
Plan type
2
Location
Voorhees, NJ
Latest filing year
2023
Participants
450
End-of-year plan assets
$33,326,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023450H, C20241010121347NAL0020045505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,326,846
Total liabilities (EOY)
$532,201
Net assets (EOY)
$32,794,645
Net assets (BOY)
$27,209,335

Income & contributions

Employer contributions
$998,764
Participant contributions
$1,874,523
Total contributions
$3,085,530
Total income / additions
$7,694,607

Expenses & distributions

Benefits paid
$2,033,884
Administrative expenses
$75,413
Total expenses
$2,109,297
Net increase / (decrease)
$5,585,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$75,413$02023

Related Form 5500 pages