Hauser Agency Inc. Money Purchase Plan — Form 5500 plan (Hauser Agency Inc Money Purchase Plan)
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, Hauser Agency Inc. Money Purchase Plan is a benefit plan reported by Hauser Agency Inc Money Purchase Plan under EIN 25-1508505 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $776,209 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$776.2KPlan net assets, end of year$776,209
Participants2Covered participants reported
Assets / participant$388.1KComputed: assets ÷ participants$388,105 (computed)
Provider compensationNone reported
- Plan sponsor
- Hauser Agency Inc Money Purchase Plan
- EIN
- 25-1508505
- Plan number
- 002
- Plan type
- 2
- Location
- Mount Pleasant, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240626151413NAL0012294416001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$776.2K total assets
Net assets$776.2KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $776,209
- Net assets (EOY)
- $776,209
- Net assets (BOY)
- $687,841
Income & contributions
- Employer contributions
- $7,724
- Total income / additions
- $88,368
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $88,368
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.