Hazen Research, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Hazen Research, 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, Hazen Research, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Hazen Research, Inc. under EIN 84-0511412 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $13,965,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hazen Research, Inc.
EIN
84-0511412
Plan number
002
Plan type
2
Location
Golden, CO
Latest filing year
2023
Participants
190
End-of-year plan assets
$13,965,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241014085703NAL0014670067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,965,361
Total liabilities (EOY)
$0
Net assets (EOY)
$13,965,361
Net assets (BOY)
$13,325,853

Income & contributions

Employer contributions
$236,073
Participant contributions
$452,601
Total contributions
$729,216
Total income / additions
$2,938,077

Expenses & distributions

Benefits paid
$2,242,928
Administrative expenses
$55,641
Total expenses
$2,298,569
Net increase / (decrease)
$639,508

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,641$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages