401k Plan data: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN plan

ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 401k Plan overview

Plan Name	ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN
Plan identification number	001

ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

ROBERT & WILLIAM HASS OPTOMETRISTS PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT & WILLIAM HASS OPTOMETRISTS PC

Employer identification number (EIN): 382223746

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 WILLIAM B HASS WILLIAM B HASS 2019-06-07
001 2017-01-01 WILLIAM B HASS WILLIAM B HASS 2018-07-13
001 2016-01-01 WILLIAM B HASS WILLIAM B HASS 2017-08-01
001 2015-01-01 WILLIAM B HASS WILLIAM B HASS 2016-07-08
001 2014-01-01 WILLIAM B HASS WILLIAM B HASS 2015-07-30
001 2013-01-01 WILLIAM B HASS WILLIAM B HASS 2014-09-18
001 2012-01-01 WILLIAM B HASS WILLIAM B HASS 2013-10-08
001 2011-01-01 WILLIAM B HASS WILLIAM B HASS 2012-10-03
001 2009-01-01 WILLIAM B HASS WILLIAM B HASS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	WILLIAM B HASS	WILLIAM B HASS	2019-06-07
001	2017-01-01	WILLIAM B HASS	WILLIAM B HASS	2018-07-13
001	2016-01-01	WILLIAM B HASS	WILLIAM B HASS	2017-08-01
001	2015-01-01	WILLIAM B HASS	WILLIAM B HASS	2016-07-08
001	2014-01-01	WILLIAM B HASS	WILLIAM B HASS	2015-07-30
001	2013-01-01	WILLIAM B HASS	WILLIAM B HASS	2014-09-18
001	2012-01-01	WILLIAM B HASS	WILLIAM B HASS	2013-10-08
001	2011-01-01	WILLIAM B HASS	WILLIAM B HASS	2012-10-03
001	2009-01-01	WILLIAM B HASS	WILLIAM B HASS	2010-10-14

Plan Statistics for ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN

401k plan membership statisitcs for ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN

Measure Date Value
2023: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 12
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15

Measure	Date	Value
2023: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	12
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15

Financial Data on ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN

Measure	Date	Value
2023 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$757,442
Expenses. Total of all expenses incurred	2023-12-31	$112,988
Benefits paid (including direct rollovers)	2023-12-31	$48,762
Total plan assets at end of year	2023-12-31	$4,386,501
Total plan assets at beginning of year	2023-12-31	$3,742,047
Value of fidelity bond covering the plan	2023-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$1,051
Other income received	2023-12-31	$668,026
Noncash contributions received	2023-12-31	$4,125
Net income (gross income less expenses)	2023-12-31	$644,454
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,386,501
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,742,047
Assets. Value of participant loans	2023-12-31	$17,389
Total contributions received or receivable from employer(s)	2023-12-31	$85,291
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$63,175
2022 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-840,983
Expenses. Total of all expenses incurred	2022-12-31	$65,915
Total plan assets at end of year	2022-12-31	$3,742,047
Total plan assets at beginning of year	2022-12-31	$4,648,945
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$1,031
Other income received	2022-12-31	$-932,115
Net income (gross income less expenses)	2022-12-31	$-906,898
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,742,047
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,648,945
Assets. Value of participant loans	2022-12-31	$16,194
Total contributions received or receivable from employer(s)	2022-12-31	$91,132
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$64,884
2021 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$742,921
Expenses. Total of all expenses incurred	2021-12-31	$70,394
Total plan assets at end of year	2021-12-31	$4,648,945
Total plan assets at beginning of year	2021-12-31	$3,976,418
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,026
Other income received	2021-12-31	$654,563
Net income (gross income less expenses)	2021-12-31	$672,527
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,648,945
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,976,418
Assets. Value of participant loans	2021-12-31	$15,081
Total contributions received or receivable from employer(s)	2021-12-31	$88,358
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$69,368
2020 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$636,359
Expenses. Total of all expenses incurred	2020-12-31	$56,655
Benefits paid (including direct rollovers)	2020-12-31	$3,227
Total plan assets at end of year	2020-12-31	$3,976,418
Total plan assets at beginning of year	2020-12-31	$3,396,714
Value of fidelity bond covering the plan	2020-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$984
Other income received	2020-12-31	$556,264
Noncash contributions received	2020-12-31	$9,066
Net income (gross income less expenses)	2020-12-31	$579,704
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,976,418
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,396,714
Assets. Value of participant loans	2020-12-31	$14,044
Total contributions received or receivable from employer(s)	2020-12-31	$71,029
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$52,444
2019 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$735,124
Expenses. Total of all expenses incurred	2019-12-31	$49,787
Benefits paid (including direct rollovers)	2019-12-31	$2,817
Total plan assets at end of year	2019-12-31	$3,396,714
Total plan assets at beginning of year	2019-12-31	$2,711,377
Value of fidelity bond covering the plan	2019-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$983
Other income received	2019-12-31	$651,475
Net income (gross income less expenses)	2019-12-31	$685,337
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,396,714
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,711,377
Assets. Value of participant loans	2019-12-31	$13,079
Total contributions received or receivable from employer(s)	2019-12-31	$83,649
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$45,987
2018 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-116,011
Expenses. Total of all expenses incurred	2018-12-31	$44,776
Total plan assets at end of year	2018-12-31	$2,711,377
Total plan assets at beginning of year	2018-12-31	$2,872,164
Value of fidelity bond covering the plan	2018-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$545
Other income received	2018-12-31	$-205,867
Net income (gross income less expenses)	2018-12-31	$-160,787
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,711,377
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,872,164
Assets. Value of participant loans	2018-12-31	$12,151
Total contributions received or receivable from employer(s)	2018-12-31	$89,856
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$44,231
2017 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$386,045
Expenses. Total of all expenses incurred	2017-12-31	$265,668
Benefits paid (including direct rollovers)	2017-12-31	$223,903
Total plan assets at end of year	2017-12-31	$2,872,164
Total plan assets at beginning of year	2017-12-31	$2,751,787
Value of fidelity bond covering the plan	2017-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$363
Other income received	2017-12-31	$311,648
Net income (gross income less expenses)	2017-12-31	$120,377
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,872,164
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,751,787
Assets. Value of participant loans	2017-12-31	$11,290
Total contributions received or receivable from employer(s)	2017-12-31	$74,397
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$41,402
2016 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$243,349
Expenses. Total of all expenses incurred	2016-12-31	$102,730
Benefits paid (including direct rollovers)	2016-12-31	$59,090
Total plan assets at end of year	2016-12-31	$2,751,787
Total plan assets at beginning of year	2016-12-31	$2,611,168
Value of fidelity bond covering the plan	2016-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$486
Other income received	2016-12-31	$165,764
Net income (gross income less expenses)	2016-12-31	$140,619
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,751,787
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,611,168
Assets. Value of participant loans	2016-12-31	$10,489
Total contributions received or receivable from employer(s)	2016-12-31	$77,585
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$43,154
2015 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$74,986
Expenses. Total of all expenses incurred	2015-12-31	$114,151
Benefits paid (including direct rollovers)	2015-12-31	$61,343
Total plan assets at end of year	2015-12-31	$2,611,168
Total plan assets at beginning of year	2015-12-31	$2,650,333
Value of fidelity bond covering the plan	2015-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$10,218
Other income received	2015-12-31	$-111
Net income (gross income less expenses)	2015-12-31	$-39,165
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,611,168
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,650,333
Assets. Value of participant loans	2015-12-31	$9,745
Total contributions received or receivable from employer(s)	2015-12-31	$75,097
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$42,590
2014 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$29,194
Expenses. Total of all expenses incurred	2014-12-31	$76,637
Total plan assets at end of year	2014-12-31	$2,650,333
Total plan assets at beginning of year	2014-12-31	$2,697,776
Expenses. Other expenses not covered elsewhere	2014-12-31	$49,810
Other income received	2014-12-31	$-41,967
Net income (gross income less expenses)	2014-12-31	$-47,443
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,650,333
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,697,776
Assets. Value of participant loans	2014-12-31	$9,054
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$31,514
Total contributions received or receivable from employer(s)	2014-12-31	$71,161
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$26,827
2013 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$690,558
Expenses. Total of all expenses incurred	2013-12-31	$84,935
Benefits paid (including direct rollovers)	2013-12-31	$500
Total plan assets at end of year	2013-12-31	$2,697,776
Total plan assets at beginning of year	2013-12-31	$2,092,153
Expenses. Other expenses not covered elsewhere	2013-12-31	$44,644
Other income received	2013-12-31	$614,884
Net income (gross income less expenses)	2013-12-31	$605,623
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,697,776
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,092,153
Assets. Value of participant loans	2013-12-31	$8,360
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$22,316
Total contributions received or receivable from employer(s)	2013-12-31	$75,674
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,791
2012 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$411,871
Expenses. Total of all expenses incurred	2012-12-31	$44,033
Benefits paid (including direct rollovers)	2012-12-31	$1,200
Total plan assets at end of year	2012-12-31	$2,092,153
Total plan assets at beginning of year	2012-12-31	$1,724,315
Other income received	2012-12-31	$342,775
Net income (gross income less expenses)	2012-12-31	$367,838
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,092,153
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,724,315
Assets. Value of participant loans	2012-12-31	$8,863
Total contributions received or receivable from employer(s)	2012-12-31	$69,096
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$42,833
2011 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-81,000
Expenses. Total of all expenses incurred	2011-12-31	$49,105
Benefits paid (including direct rollovers)	2011-12-31	$400
Total plan assets at end of year	2011-12-31	$1,724,315
Total plan assets at beginning of year	2011-12-31	$1,854,420
Other income received	2011-12-31	$-139,731
Net income (gross income less expenses)	2011-12-31	$-130,105
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,724,315
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,854,420
Assets. Value of participant loans	2011-12-31	$9,937
Total contributions received or receivable from employer(s)	2011-12-31	$58,731
Value of certain deemed distributions of participant loans	2011-12-31	$10,955
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$37,750
2010 : ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$278,782
Expenses. Total of all expenses incurred	2010-12-31	$35,204
Benefits paid (including direct rollovers)	2010-12-31	$4,675
Total plan assets at end of year	2010-12-31	$1,854,420
Total plan assets at beginning of year	2010-12-31	$1,610,842
Other income received	2010-12-31	$220,225
Net income (gross income less expenses)	2010-12-31	$243,578
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,854,420
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,610,842
Assets. Value of participant loans	2010-12-31	$21,877
Total contributions received or receivable from employer(s)	2010-12-31	$58,557
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,529

Form 5500 Responses for ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN

2023: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT HASS & WILLIAM HASS OPTOMETRISTS PC MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ROBERT HASSMAN JR 401 K PROFIT SHARING PLAN TRUST [EIN = 263248341]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROBERT & WILLIAM HASS OPTOMETRISTS PC
Employer identification number (EIN):	382223746
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists