Hartlage Management Company Retirement Savings Plan — Form 5500 plan (Hartlage Management Company)
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, Hartlage Management Company Retirement Savings Plan is a benefit plan reported by Hartlage Management Company under EIN 61-1173837 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $5,520,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartlage Management Company
- EIN
- 61-1173837
- Plan number
- 001
- Plan type
- 2
- Location
- Elizabethtown, KY
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $5,520,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240917070224NAL0003596240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,520,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,520,040
- Net assets (BOY)
- $4,805,453
Income & contributions
- Employer contributions
- $83,343
- Participant contributions
- $505,038
- Total contributions
- $588,381
- Total income / additions
- $1,344,706
Expenses & distributions
- Benefits paid
- $607,548
- Administrative expenses
- $22,571
- Total expenses
- $630,119
- Net increase / (decrease)
- $714,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Owen Larue LLC | ADVISOR | $12,489 | $0 | 2023 |
| Fidelity Investments | RECORDKEEPER | $10,026 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $57 | $0 | 2023 |