Robert Hass & William Hass Optometrists Pc Money Purchase Plan — Form 5500 plan (Robert & William Hass Optometrists Pc)
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, Robert Hass & William Hass Optometrists Pc Money Purchase Plan is a benefit plan reported by Robert & William Hass Optometrists Pc under EIN 38-2223746 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $4,386,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert & William Hass Optometrists Pc
- EIN
- 38-2223746
- Plan number
- 001
- Plan type
- 2
- Location
- Owosso, MI
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $4,386,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240711144505NAL0018593041001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,386,501
- Net assets (EOY)
- $4,386,501
- Net assets (BOY)
- $3,742,047
Income & contributions
- Employer contributions
- $85,291
- Total income / additions
- $757,442
Expenses & distributions
- Benefits paid
- $48,762
- Administrative expenses
- $63,175
- Total expenses
- $112,988
- Net increase / (decrease)
- $644,454
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.