John I. Haas, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, John I. Haas, Inc. (EIN 13-2904225) is a plan sponsor located in Washington, DC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2904225
Location
Washington, DC
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.9MSummed across loaded plans$61,941,613
Total reported assets$61.9M$61,941,613
Total reported participants546
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$61.9M total assets
Net assets$61.9MLiabilities$0
Contributions & income
Employer contributions$880.7K
Participant contributions$1.2M
Total income / additions$11.5M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

John I. Haas, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
John I. Haas, Inc. Master Trust100not reported in the loaded dataset$31,411,8312023
John I. Haas, Inc. Non-Union 401(K) Retirement Plan001330$30,529,7822023
John I. Haas, Inc. Group Health And Welfare Plan502216not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for John I. Haas, Inc.
YearPlanParticipantsSchedulesFiling
2023John I. Haas, Inc. Group Health And Welfare Plan21620240822111828NAL0003010339001
2023John I. Haas, Inc. Non-Union 401(K) Retirement Plan330H, C20240926124058NAL0000771953001
2023John I. Haas, Inc. Master Trustnot reported in the loaded datasetH, C20240926124138NAL0000386259001

Related Form 5500 pages