How big is Haney NW's plan?

Haney NW's plan reported $2K in assets and 6 participants for 2023.

Original filing (PDF)20240507125122NAL0043461970001

Haney NW

Name: Haney NW — Haney NW 401(k) Profit Sharing Plan &, Form 5500 (2023)
Creator: Haney NW
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haney NW 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Haney NW's Haney NW 401(k) Profit Sharing Plan & Trust held $2K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Edward Rojas signed Haney NW's 2023 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Haney NW's EIN is 47-1498526.

EIN 47-1498526

Plan number 001

Plan year 2023

ACK ID 20240507125122NAL0043461970001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Haney NW from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Haney NW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANEY NW.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HANEY NW

EIN

all filings

Address

1302 CHERRY ST · VERNONIA, OR · 970649768

Phone

(503) 572-5242

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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