The Hagerman Group 401(K) Plan — Form 5500 plan (Hagerman Construction Corporation)
Plain-English plan 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, The Hagerman Group 401(K) Plan is a benefit plan reported by Hagerman Construction Corporation under EIN 35-0813400 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $14,609,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hagerman Construction Corporation
- EIN
- 35-0813400
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $14,609,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241002125643NAL0014348880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,609,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,609,237
- Net assets (BOY)
- $12,047,053
Income & contributions
- Employer contributions
- $398,709
- Participant contributions
- $1,568,643
- Total contributions
- $2,238,113
- Total income / additions
- $4,574,004
Expenses & distributions
- Benefits paid
- $1,958,880
- Administrative expenses
- $52,747
- Total expenses
- $2,011,820
- Net increase / (decrease)
- $2,562,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment | ADVISOR | $32,165 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,582 | $0 | 2023 |