2023 Form 5500 filing — Haas And Dawe, An Accountancy Corporation 401k Profit Sharing 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 20240920113853NAL0007424481001) for Haas And Dawe, An Accountancy Corporation 401k Profit Sharing Plan, reported by Haas And Dawe, An Accountancy Corporation under EIN 71-0872496 and plan number 002. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9MReported net assets$9,038,913
Participants33
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240920113853NAL0007424481001
Plan sponsor
Haas And Dawe, An Accountancy Corporation
EIN
71-0872496
Plan number
002
Location
Burbank, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$32.7K
Benefits paid / distributions$0
Contributions
Employer$189.9K
Participant$222.1K
Full reported line items
Total assets (EOY)
$9,038,913
Total liabilities (EOY)
$0
Net assets (EOY)
$9,038,913
Employer contributions
$189,852
Participant contributions
$222,102
Total income / additions
$1,255,220
Benefits paid
$0
Administrative expenses
$32,736
Total expenses
$32,736
Net increase / (decrease)
$1,222,484

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920113853NAL0007424481001 cover?
It is the 2023 Form 5500 filing for Haas And Dawe, An Accountancy Corporation 401k Profit Sharing Plan, reported by Haas And Dawe, An Accountancy Corporation (EIN 71-0872496).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages