2023 Form 5500 filing — Hagerty Consulting Inc 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710153938NAL0032543458001) for Hagerty Consulting Inc 401(K) Plan, reported by Hagerty Consulting Inc under EIN 37-1431085 and plan number 001. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710153938NAL0032543458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hagerty Consulting Inc
- EIN
- 37-1431085
- Plan number
- 001
- Location
- Evanston, IL
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,927,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,927,651
- Employer contributions
- $1,432,303
- Participant contributions
- $2,878,188
- Total income / additions
- $6,945,277
- Benefits paid
- $1,036,171
- Administrative expenses
- $17,557
- Total expenses
- $1,053,728
- Net increase / (decrease)
- $5,891,549
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | RECORDKEEPER/CUSTODIAN | $16,035 | not reported in the loaded dataset |
| Dwc Erisa Consultants | TPA | $1,522 | not reported in the loaded dataset |