2023 Form 5500 filing — Robert Hass & William Hass Optometrists Pc 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 20240711144505NAL0018593041001) for Robert Hass & William Hass Optometrists Pc Money Purchase Plan, reported by Robert & William Hass Optometrists Pc under EIN 38-2223746 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711144505NAL0018593041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert & William Hass Optometrists Pc
- EIN
- 38-2223746
- Plan number
- 001
- Location
- Owosso, MI
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,386,501
- Net assets (EOY)
- $4,386,501
- Employer contributions
- $85,291
- Total income / additions
- $757,442
- Benefits paid
- $48,762
- Administrative expenses
- $63,175
- Total expenses
- $112,988
- Net increase / (decrease)
- $644,454
- Schedule source
- Schedule I