Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Haggerty Conglomerate, 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, Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Haggerty Conglomerate, Inc. under EIN 83-2767701 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $668,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Haggerty Conglomerate, Inc.
- EIN
- 83-2767701
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $668,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240607100010NAL0023417905001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $668,173
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $668,073
- Net assets (BOY)
- $591,193
Income & contributions
- Employer contributions
- $7,763
- Participant contributions
- $7,764
- Total income / additions
- $78,744
Expenses & distributions
- Total expenses
- $1,864
- Net increase / (decrease)
- $76,880
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.