2023 Form 5500 filing — Hargis Engineers 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 20240912095011NAL0014393872001) for Hargis Engineers 401(K) Plan, reported by Hargis Engineers, Inc. under EIN 91-1539289 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912095011NAL0014393872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hargis Engineers, Inc.
- EIN
- 91-1539289
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,371,338
- Total liabilities (EOY)
- $233
- Net assets (EOY)
- $36,371,105
- Employer contributions
- $591,949
- Participant contributions
- $1,740,182
- Total income / additions
- $7,563,470
- Benefits paid
- $3,622,453
- Administrative expenses
- $64,141
- Total expenses
- $3,686,594
- Net increase / (decrease)
- $3,876,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Duncan & Haley Ltd | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $26,048 | $0 |
| Cascade 401k Consultants | CONTRACT ADMIN | $1,850 | $10,000 |