Who sponsors the H. A. P. Enterprises, Inc. 401(K) Plan?

H. A. P. Enterprises, Inc. 401(K) Plan is reported as sponsored by H. A. P. Enterprises, Inc. (EIN 25-1605062, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for H. A. P. Enterprises, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for H. A. P. Enterprises, Inc. 401(K) Plan is 2023.

How many participants does H. A. P. Enterprises, Inc. 401(K) Plan report?

H. A. P. Enterprises, Inc. 401(K) Plan reports 151 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for H. A. P. Enterprises, Inc. 401(K) Plan?

H. A. P. Enterprises, Inc. 401(K) Plan reports $4,480,264 in end-of-year plan assets in its latest loaded Form 5500 filing.

H. A. P. Enterprises, Inc. 401(K) Plan — Form 5500 plan (H. A. P. Enterprises, 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, H. A. P. Enterprises, Inc. 401(K) Plan is a benefit plan reported by H. A. P. Enterprises, Inc. under EIN 25-1605062 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $4,480,264 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,480,264

Participants151Covered participants reported

Assets / participant$29.7KComputed: assets ÷ participants$29,671 (computed)

Provider compensation$16.5K2 Schedule C provider row(s)$16,464

Plan sponsor: H. A. P. Enterprises, Inc.
EIN: 25-1605062
Plan number: 002
Plan type: 2
Location: Beaver, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	151	H, C	20241010092357NAL0011330851001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.5M total assets

Net assets$4.5MLiabilities$0

Money in vs. money out

Total income / additions$1.1M

Total expenses$843K

Benefits paid / distributions$826.6K

Contributions

Employer$155.9K

Participant$189.2K

Full reported line items

Net assets

Total assets (EOY): $4,480,264
Total liabilities (EOY): $0
Net assets (EOY): $4,480,264
Net assets (BOY): $4,242,172

Income & contributions

Employer contributions: $155,894
Participant contributions: $189,239
Total contributions: $345,133
Total income / additions: $1,081,116

Expenses & distributions

Benefits paid: $826,560
Administrative expenses: $16,464
Total expenses: $843,024
Net increase / (decrease): $238,092

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

45%55%

Employer 45%Participant 55%

Total expenses ÷ net assets19%Computed ratio

Benefits paid ÷ total income76%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Valley Brook Capital Group, Inc.	INVESTMENT ADVISOR	$14,897	not reported in the loaded dataset	2023
Capital Group Retirement Plan Svcs.	RECORDKEEPER	$1,567	$0	2023