How big is Gregory M Haupt's plan?

Gregory M Haupt's plan reported $35K in assets and 5 participants for 2024.

Original filing (PDF)20250415104227NAL0001382963001

Gregory M Haupt

Name: Gregory M Haupt — Gregory M Haupt 401(k) Profit, Form 5500 (2024)
Creator: Gregory M Haupt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregory M Haupt 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Gregory M Haupt's Gregory M Haupt 401(k) Profit Sharing Plan & Trust held $35K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Edward Rojas signed Gregory M Haupt's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gregory M Haupt's EIN is 94-3230354.

EIN 94-3230354

Plan number 001

Plan year 2024

ACK ID 20250415104227NAL0001382963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gregory M Haupt from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gregory M Haupt's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Helping the score