Claudio A Haug Cpa DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Claudio A Haug Cpa
  • Sponsor EIN: 330333155
  • Sponsor Address: 225 W AVENIDA ALESSANDRO, SAN CLEMENTE, CA, 92672
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $4.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$4.8M$0$0
20241$4.6M$0$0
20231$4.1M$0$0
20221$3.9M$0$0

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