2023 Form 5500 filing — Habush Habush & Rottier, S.C. 401(K) Savings Plan
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 20240628102827NAL0000522657001) for Habush Habush & Rottier, S.C. 401(K) Savings Plan, reported by Habush Habush & Rottier, S.C. under EIN 39-1272599 and plan number 003. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628102827NAL0000522657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Habush Habush & Rottier, S.C.
- EIN
- 39-1272599
- Plan number
- 003
- Location
- Madison, WI
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,987,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,987,353
- Employer contributions
- $1,365,357
- Participant contributions
- $1,026,837
- Total income / additions
- $9,028,234
- Benefits paid
- $2,608,453
- Administrative expenses
- $108,601
- Total expenses
- $2,720,150
- Net increase / (decrease)
- $6,308,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $68,056 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,045 | $0 |
| Dufek & Company | AUDITOR | $7,500 | not reported in the loaded dataset |