The Hogan Retirement Savings Plan — Form 5500 plan (Hogan Services, 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, The Hogan Retirement Savings Plan is a benefit plan reported by Hogan Services, Inc. under EIN 43-0697572 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,114 participants and $39,657,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hogan Services, Inc.
- EIN
- 43-0697572
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 3,114
- End-of-year plan assets
- $39,657,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,114 | H, C | 20240913135337NAL0019859346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,657,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,657,733
- Net assets (BOY)
- $31,546,768
Income & contributions
- Employer contributions
- $1,623,984
- Participant contributions
- $4,660,733
- Total contributions
- $6,830,131
- Total income / additions
- $12,747,105
Expenses & distributions
- Benefits paid
- $4,460,731
- Administrative expenses
- $115,814
- Total expenses
- $4,636,140
- Net increase / (decrease)
- $8,110,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $78,978 | $0 | 2023 |
| Moneta Group Investment Advisors | ADVISOR | $28,754 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hogan Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Fidelity Investments Institutional — Schedule C compensation
- Moneta Group Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation