2023 Form 5500 filing — Haugh & Associates LLC 401(K) Profit Sharing 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 20250717121949NAL0000125779001) for Haugh & Associates LLC 401(K) Profit Sharing Plan, reported by Haugh & Associates LLC under EIN 74-3035784 and plan number 002. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250717121949NAL0000125779001
Filing year
2023
Form type
2
Plan sponsor
Haugh & Associates LLC
EIN
74-3035784
Plan number
002
Location
Roselle, IL
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$561,025
Net assets (EOY)
$561,025
Employer contributions
$4,007
Participant contributions
$554
Total income / additions
-$22,090
Administrative expenses
$8,980
Total expenses
$8,980
Net increase / (decrease)
-$31,070
Schedule source
Schedule I

Related Form 5500 pages