Haugh & Associates LLC 401(K) Profit Sharing Plan — Form 5500 plan (Haugh & Associates LLC)
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, Haugh & Associates LLC 401(K) Profit Sharing Plan is a benefit plan reported by Haugh & Associates LLC under EIN 74-3035784 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $561,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haugh & Associates LLC
- EIN
- 74-3035784
- Plan number
- 002
- Plan type
- 2
- Location
- Roselle, IL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $561,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250717121949NAL0000125779001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $561,025
- Net assets (EOY)
- $561,025
- Net assets (BOY)
- $592,095
Income & contributions
- Employer contributions
- $4,007
- Participant contributions
- $554
- Total income / additions
- -$22,090
Expenses & distributions
- Administrative expenses
- $8,980
- Total expenses
- $8,980
- Net increase / (decrease)
- -$31,070
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.