Plan5500

Hagopian & Sons 401(K) Plan — Form 5500 plan (Hagopian & Sons, 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, Hagopian & Sons 401(K) Plan is a benefit plan reported by Hagopian & Sons, Inc. under EIN 38-1573646 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $5,849,834 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hagopian & Sons, Inc.
EIN
38-1573646
Plan number
002
Plan type
2
Location
Novi, MI
Latest filing year
2023
Participants
146
End-of-year plan assets
$5,849,834

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241015133829NAL0048165648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,849,834
Total liabilities (EOY)
$0
Net assets (EOY)
$5,849,834
Net assets (BOY)
$4,923,292

Income & contributions

Participant contributions
$386,227
Total contributions
$386,227
Total income / additions
$1,140,583

Expenses & distributions

Benefits paid
$178,365
Administrative expenses
$35,676
Total expenses
$214,041
Net increase / (decrease)
$926,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$35,649$02023
Sigma Financial CorporationOTHER SERVICES$0$12,7942023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages