· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAAS BUSINESS VALUATION SERVICES INC. — HAAS BUSINESS VALUATION SERVICES INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240912090641NAL0004963059001
HAAS BUSINESS VALUATION SERVICES INC.
Form 5500-SF
FILING_RECEIVED
HAAS BUSINESS VALUATION SERVICES INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAAS BUSINESS VALUATION SERVICES INC.
.
Find decision makers
Plan sponsor
Name
HAAS BUSINESS VALUATION SERVICES INC.
DBA
HAAS BUSINESS VALUATION SERVICES INC.
EIN
23-2608359
Address
20 GREENHILL LN FL 2 · WYNNEWOOD, PA · 190963422
Phone
(610) 642-5643
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-12
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
DAP SERVICES INC
DAP SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 17 participants
PAUL ASSOCIATES
PAUL ASSOCIATES 401(K) PLAN
$1.4M · 7 participants
PROPERTY TAX SERVICE COMPANY INC
PROPERTY TAX SERVICE COMPANY, INC. 401(K) PLAN
$1.4M · 7 participants
CHAHAL & ASSOCIATES, INC
CHAHAL & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
$1.4M · 21 participants
ENTROPY TECHNOLOGIES, LP
ENTROPY TECHNOLOGIES, LP RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.4M · 16 participants
TAX ADVISORY SERVICES LLC
TAX ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 4 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
