2023 Form 5500 filing — The Hagerman Group 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 20241002125643NAL0014348880001) for The Hagerman Group 401(K) Plan, reported by Hagerman Construction Corporation under EIN 35-0813400 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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.6MReported net assets$14,609,237
Participants220
Provider compensation$52.7K2 Schedule C row(s)$52,747
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002125643NAL0014348880001
- Plan sponsor
- Hagerman Construction Corporation
- EIN
- 35-0813400
- Plan number
- 001
- Location
- Fort Wayne, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.6M total assets
Net assets$14.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,609,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,609,237
- Employer contributions
- $398,709
- Participant contributions
- $1,568,643
- Total income / additions
- $4,574,004
- Benefits paid
- $1,958,880
- Administrative expenses
- $52,747
- Total expenses
- $2,011,820
- Net increase / (decrease)
- $2,562,184
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment | ADVISOR | $32,165 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,582 | $0 |