· 2022–2024 · DOL EFAST2

HAASE-LOCKWOOD & ASSOCIATES — HAASE-LOCKWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250407105515NAL0031080466001

HAASE-LOCKWOOD & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HAASE-LOCKWOOD & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

Plan health score

Top-tier plan health

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

81

Vendor & structure

100

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 HAASE-LOCKWOOD & ASSOCIATES.

Plan sponsor

Name

HAASE-LOCKWOOD & ASSOCIATES

EIN

39-1033046

Address

PO BOX 161 · ELKHORN, WI · 53121

Phone

(262) 723-6390

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

STITZEL FAMILY FUNERAL HOMES AND CREMATORY, INC.

STITZEL FAMILY FUNERAL HOMES 401K

$644K · 8 participants

CODDINGTON, CHADWICK & MEYERSON, INC.

CODDINGTON, CHADWICK & MEYERSON, INC. 401(K) PLAN

$644K · 1 participants

REEB FUNERAL HOME

REEB FUNERAL HOME 401(K) PROFIT SHARING PLAN

$645K · 7 participants

REFLECTIONS, LLC

REFLECTIONS, LLC CASH BALANCE PLAN

$645K · 6 participants

RALPH SCHUGAR, INC.

RALPH SCHUGAR, INC. 401K PROFIT SHARING PLAN