Claudio A Haug Cpa Profit Sharing Plan - Qrp — Form 5500 plan (Claudio A Haug Cpa)
Plain-English plan 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, Claudio A Haug Cpa Profit Sharing Plan - Qrp is a benefit plan reported by Claudio A Haug Cpa under EIN 33-0333155 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $4,065,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Claudio A Haug Cpa
- EIN
- 33-0333155
- Plan number
- 002
- Plan type
- 2
- Location
- San Clemente, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $4,065,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240418220200NAL0003871043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,065,192
- Net assets (EOY)
- $4,065,192
- Net assets (BOY)
- $3,892,645
Income & contributions
- Total income / additions
- $177,453
Expenses & distributions
- Total expenses
- $4,906
- Net increase / (decrease)
- $172,547
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.