2023 Form 5500 filing — Hoagland, Longo, Moran, Dunst & Doukas 401(K) Retirement 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 20241011095626NAL0043872210001) for Hoagland, Longo, Moran, Dunst & Doukas 401(K) Retirement Plan, reported by Hoagland, Longo, Moran, Dunst & Doukas Llp under EIN 22-2135615 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095626NAL0043872210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoagland, Longo, Moran, Dunst & Doukas Llp
- EIN
- 22-2135615
- Plan number
- 001
- Location
- New Brunswick, NJ
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,736,660
- Net assets (EOY)
- $40,736,660
- Employer contributions
- $940,820
- Participant contributions
- $1,305,923
- Total income / additions
- $7,213,019
- Benefits paid
- $2,309,603
- Administrative expenses
- $6,713
- Total expenses
- $2,316,316
- Net increase / (decrease)
- $4,896,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $89,218 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,713 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |