2023 Form 5500 filing — Hartlage Management Company Retirement Savings 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 20240917070224NAL0003596240001) for Hartlage Management Company Retirement Savings Plan, reported by Hartlage Management Company under EIN 61-1173837 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917070224NAL0003596240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartlage Management Company
- EIN
- 61-1173837
- Plan number
- 001
- Location
- Elizabethtown, KY
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,520,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,520,040
- Employer contributions
- $83,343
- Participant contributions
- $505,038
- Total income / additions
- $1,344,706
- Benefits paid
- $607,548
- Administrative expenses
- $22,571
- Total expenses
- $630,119
- Net increase / (decrease)
- $714,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Owen Larue LLC | ADVISOR | $12,489 | $0 |
| Fidelity Investments | RECORDKEEPER | $10,026 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $57 | $0 |