Original filing (PDF)20230607102939NAL0028912145001

HAUGABOOK & HUDGINS

Name: HAUGABOOK & HUDGINS — HAUGABOOK & HUDGINS 401(K) PLAN, Form 5500 (2022)
Creator: HAUGABOOK & HUDGINS

Form 5500-SF

FILING_RECEIVED

HAUGABOOK & HUDGINS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAUGABOOK & HUDGINS.

Plan sponsor

Name

HAUGABOOK & HUDGINS

EIN

27-4393280all filings

Address

131 THOMAS DRIVE · AMERICUS, GA · 31709

Phone

(229) 924-3475

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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