2023 Form 5500 filing — Hga 401(K) Plan And Trust
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 20240927092030NAL0000947747001) for Hga 401(K) Plan And Trust, reported by Hunt, Guillot & Associates, LLC under EIN 72-1354146 and plan number 001. It reports 634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927092030NAL0000947747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt, Guillot & Associates, LLC
- EIN
- 72-1354146
- Plan number
- 001
- Location
- Ruston, LA
- Participants
- 634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,349,224
- Total liabilities (EOY)
- $17,777
- Net assets (EOY)
- $49,331,447
- Employer contributions
- $1,900,562
- Participant contributions
- $3,869,357
- Total income / additions
- $13,314,389
- Benefits paid
- $5,456,734
- Administrative expenses
- $201,458
- Total expenses
- $5,675,969
- Net increase / (decrease)
- $7,638,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Trust Company | INVESTMENT ADVISOR | $82,772 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,498 | not reported in the loaded dataset |
| Heard Mcelroy & Vestal, LLC | TPA | $29,840 | $10,000 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,835 | $0 |
| Weaver And Tidwell, Llp | AUDITOR | $14,420 | not reported in the loaded dataset |