2023 Form 5500 filing — Claudio A Haug Cpa Profit Sharing Plan - Qrp
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240418220200NAL0003871043001) for Claudio A Haug Cpa Profit Sharing Plan - Qrp, reported by Claudio A Haug Cpa under EIN 33-0333155 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.1MReported net assets$4,065,192
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240418220200NAL0003871043001
- Plan sponsor
- Claudio A Haug Cpa
- EIN
- 33-0333155
- Plan number
- 002
- Location
- San Clemente, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,065,192
- Net assets (EOY)
- $4,065,192
- Total income / additions
- $177,453
- Total expenses
- $4,906
- Net increase / (decrease)
- $172,547