2023 Form 5500 filing — Fred Haas Interests 401(K) 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 20240923142825NAL0011560625001) for Fred Haas Interests 401(K) Plan, reported by Fred Haas Motors, Ltd. under EIN 74-1674758 and plan number 002. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.5MReported net assets$16,503,357
Participants598
Provider compensation$89.1K3 Schedule C row(s)$89,076
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923142825NAL0011560625001
Plan sponsor
Fred Haas Motors, Ltd.
EIN
74-1674758
Plan number
002
Location
Spring, TX
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.5M total assets
Net assets$16.5MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$73.5K
Participant$1.7M
Full reported line items
Total assets (EOY)
$16,503,357
Total liabilities (EOY)
$0
Net assets (EOY)
$16,503,357
Employer contributions
$73,543
Participant contributions
$1,685,759
Total income / additions
$4,360,271
Benefits paid
$2,355,057
Administrative expenses
$80,444
Total expenses
$2,510,163
Net increase / (decrease)
$1,850,108
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $45.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $33.9K
  3. 3
    INVESTMENT MGMT · Direct $9.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923142825NAL0011560625001 cover?
It is the 2023 Form 5500 filing for Fred Haas Interests 401(K) Plan, reported by Fred Haas Motors, Ltd. (EIN 74-1674758).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages