Plan5500

The Haskell Company Employee Stock Ownership Plan — Form 5500 plan (The Haskell Company)

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 Haskell Company Employee Stock Ownership Plan is a benefit plan reported by The Haskell Company under EIN 59-2387450 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,876 participants and $111,672,410 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$106.3MPlan net assets, end of year$106,313,706
Participants1.9KCovered participants reported1,876
Assets / participant$59.5KComputed: assets ÷ participants$59,527 (computed)
Provider compensationNone reported
Plan sponsor
The Haskell Company
EIN
59-2387450
Plan number
002
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1,876 participants · 2Sch H
    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)$111.7M total assets
Net assets$106.3MLiabilities$5.4M
Money in vs. money out
Total income / additions$22.2M
Total expenses$5.8M
Benefits paid / distributions$5.5M
Contributions
Employer$1.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$111,672,410
Total liabilities (EOY)
$5,358,704
Net assets (EOY)
$106,313,706
Net assets (BOY)
$89,939,105

Income & contributions

Employer contributions
$1,942,327
Total contributions
$1,942,327
Total income / additions
$22,166,760

Expenses & distributions

Benefits paid
$5,494,987
Administrative expenses
$200
Total expenses
$5,792,159
Net increase / (decrease)
$16,374,601
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.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages