Habush Habush & Rottier, S.C. 401(K) Savings Plan — Form 5500 plan (Habush Habush & Rottier, S.C.)

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, Habush Habush & Rottier, S.C. 401(K) Savings Plan is a benefit plan reported by Habush Habush & Rottier, S.C. under EIN 39-1272599 and plan number 003. The latest loaded filing year is 2023. The filing reports 198 participants and $51,987,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Habush Habush & Rottier, S.C.
EIN
39-1272599
Plan number
003
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
198
End-of-year plan assets
$51,987,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240628102827NAL0000522657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,987,353
Total liabilities (EOY)
$0
Net assets (EOY)
$51,987,353
Net assets (BOY)
$45,679,269

Income & contributions

Employer contributions
$1,365,357
Participant contributions
$1,026,837
Total contributions
$2,392,219
Total income / additions
$9,028,234

Expenses & distributions

Benefits paid
$2,608,453
Administrative expenses
$108,601
Total expenses
$2,720,150
Net increase / (decrease)
$6,308,084

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$68,056not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$33,045$02023
Dufek & CompanyAUDITOR$7,500not reported in the loaded dataset2023

Related Form 5500 pages