Plan5500

Haltec Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Haltec Corporation)

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, Haltec Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Haltec Corporation under EIN 34-1488414 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $8,900,229 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,900,229
Participants127Covered participants reported
Assets / participant$70.1KComputed: assets ÷ participants$70,081 (computed)
Provider compensation$32.2K2 Schedule C provider row(s)$32,184
Plan sponsor
Haltec Corporation
EIN
34-1488414
Plan number
001
Plan type
2
Location
Leetonia, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    127 participants · 2Sch HSch C
    View filing →
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)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$361K
Benefits paid / distributions$328.8K
Contributions
Employer$460.2K
Participant$375K
Full reported line items

Net assets

Total assets (EOY)
$8,900,229
Total liabilities (EOY)
$0
Net assets (EOY)
$8,900,229
Net assets (BOY)
$7,159,040

Income & contributions

Employer contributions
$460,228
Participant contributions
$374,969
Total contributions
$835,197
Total income / additions
$2,102,160

Expenses & distributions

Benefits paid
$328,787
Administrative expenses
$32,184
Total expenses
$360,971
Net increase / (decrease)
$1,741,189
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)
Employer 55%Participant 45%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$31.2K
    RECORDKEEPER · Direct $31.2K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$960
    INVESTMENT MGMT · Direct $960

What to inspect next

Frequently asked questions

Who sponsors the Haltec Corporation 401(K) Profit Sharing Plan?
Haltec Corporation 401(K) Profit Sharing Plan is reported as sponsored by Haltec Corporation (EIN 34-1488414, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Haltec Corporation 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Haltec Corporation 401(K) Profit Sharing Plan is 2023.
How many participants does Haltec Corporation 401(K) Profit Sharing Plan report?
Haltec Corporation 401(K) Profit Sharing Plan reports 127 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Haltec Corporation 401(K) Profit Sharing Plan?
Haltec Corporation 401(K) Profit Sharing Plan reports $8,900,229 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages