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COLLEEN G. HAAS, SOLE PROPRIETORSHIP — COLLEEN G. HAAS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250526185313NAL0009607984001
COLLEEN G. HAAS, SOLE PROPRIETORSHIP
Form 5500-SF
FILING_RECEIVED
COLLEEN G. HAAS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$688K
Net assets (EOY)
$688K
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
COLLEEN G. HAAS, SOLE PROPRIETORSHIP
.
Find decision makers
Plan sponsor
Name
COLLEEN G. HAAS, SOLE PROPRIETORSHIP
EIN
94-2274515
Address
1155 BATTERY STREET · SAN FRANCISCO, CA · 94111
Phone
(415) 501-7986
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
2025-05-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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DATAPATH NORTH AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST
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INNOVATIVE HOSPITALITY CONCEPTS, IN
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INNOVATIVE HOSPITALITY CONCEPTS, INC. CASH BALANCE PLAN
$688K · 4 participants
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GEOPATH INC 401(K) PROFIT SHARING PLAN & TRUST
$689K · 19 participants
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