How many benefit plans does Habush Habush & Rottier, S.C. report on Form 5500?

Habush Habush & Rottier, S.C. (EIN 39-1272599) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Habush Habush & Rottier, S.C.?

The Employer Identification Number (EIN) reported for Habush Habush & Rottier, S.C. is 39-1272599.

What is the latest Form 5500 filing year for Habush Habush & Rottier, S.C.?

The latest loaded Form 5500 filing year for Habush Habush & Rottier, S.C. is 2023.

Habush Habush & Rottier, S.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 39-1272599) is a plan sponsor located in Madison, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-1272599
Location: Madison, WI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $51,987,353
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $51,987,353

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants: 430
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Habush Habush & Rottier, S.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Habush Habush & Rottier, S.C. 401(K) Savings Plan	003	198	$51,987,353	2023
Habush, Habush & Rottier, Sc. Term Life Insurance Plan	501	121	not reported in the loaded dataset	2023
Habush, Habush & Rottier, Sc Dental Plan	502	111	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Habush Habush & Rottier, S.C.
Year	Plan	Participants	Schedules	Filing
2023	Habush, Habush & Rottier, Sc. Term Life Insurance Plan	121	—	20240624113716NAL0005956881001
2023	Habush, Habush & Rottier, Sc Dental Plan	111	—	20240624113910NAL0008713808001
2023	Habush Habush & Rottier, S.C. 401(K) Savings Plan	198	H, C	20240628102827NAL0000522657001