Hagerty Consulting Inc 401(K) Plan — Form 5500 plan (Hagerty Consulting Inc)
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, Hagerty Consulting Inc 401(K) Plan is a benefit plan reported by Hagerty Consulting Inc under EIN 37-1431085 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $18,927,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hagerty Consulting Inc
- EIN
- 37-1431085
- Plan number
- 001
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $18,927,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20240710153938NAL0032543458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,927,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,927,651
- Net assets (BOY)
- $13,036,102
Income & contributions
- Employer contributions
- $1,432,303
- Participant contributions
- $2,878,188
- Total contributions
- $4,380,365
- Total income / additions
- $6,945,277
Expenses & distributions
- Benefits paid
- $1,036,171
- Administrative expenses
- $17,557
- Total expenses
- $1,053,728
- Net increase / (decrease)
- $5,891,549
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pcs Retirement, LLC | RECORDKEEPER/CUSTODIAN | $16,035 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants | TPA | $1,522 | not reported in the loaded dataset | 2023 |