2023 Form 5500 filing — Hauser Agency Inc. Money Purchase 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 20240626151413NAL0012294416001) for Hauser Agency Inc. Money Purchase Plan, reported by Hauser Agency Inc Money Purchase Plan under EIN 25-1508505 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$776.2KReported net assets$776,209
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240626151413NAL0012294416001
- Plan sponsor
- Hauser Agency Inc Money Purchase Plan
- EIN
- 25-1508505
- Plan number
- 002
- Location
- Mount Pleasant, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$776.2K total assets
Net assets$776.2KLiabilities—
Full reported line items
- Total assets (EOY)
- $776,209
- Net assets (EOY)
- $776,209
- Employer contributions
- $7,724
- Total income / additions
- $88,368
- Total expenses
- $0
- Net increase / (decrease)
- $88,368