Hasa, Inc. Retirement Savings Plan — Form 5500 plan (Hasa, Inc.)

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, Hasa, Inc. Retirement Savings Plan is a benefit plan reported by Hasa, Inc. under EIN 95-2302297 and plan number 001. The latest loaded filing year is 2023. The filing reports 641 participants and $11,518,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hasa, Inc.
EIN
95-2302297
Plan number
001
Plan type
2
Location
Saugus, CA
Latest filing year
2023
Participants
641
End-of-year plan assets
$11,518,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023641H, C20241011150506NAL0011077779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,518,604
Total liabilities (EOY)
$0
Net assets (EOY)
$11,518,604
Net assets (BOY)
$8,402,356

Income & contributions

Employer contributions
$698,277
Participant contributions
$1,245,177
Total contributions
$2,155,280
Total income / additions
$3,629,066

Expenses & distributions

Benefits paid
$416,427
Administrative expenses
$95,784
Total expenses
$512,818
Net increase / (decrease)
$3,116,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide Life InsuranceRECORDKEEPER$73,670$02023
Creative Planning IncRECORDKEEPER$22,097$02023

Related Form 5500 pages