Who sponsors the Hart Intercivic, Inc. 401 (K) Plan?

Hart Intercivic, Inc. 401 (K) Plan is reported as sponsored by Hart Intercivic, Inc. (EIN 95-3248916, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Hart Intercivic, Inc. 401 (K) Plan?

The latest Form 5500 filing year loaded for Hart Intercivic, Inc. 401 (K) Plan is 2023.

How many participants does Hart Intercivic, Inc. 401 (K) Plan report?

Hart Intercivic, Inc. 401 (K) Plan reports 180 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Hart Intercivic, Inc. 401 (K) Plan?

Hart Intercivic, Inc. 401 (K) Plan reports $15,883,695 in end-of-year plan assets in its latest loaded Form 5500 filing.

Hart Intercivic, Inc. 401 (K) Plan — Form 5500 plan (Hart Intercivic, 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, Hart Intercivic, Inc. 401 (K) Plan is a benefit plan reported by Hart Intercivic, Inc. under EIN 95-3248916 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $15,883,695 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Hart Intercivic, Inc.
EIN: 95-3248916
Plan number: 001
Plan type: 2
Location: Austin, TX
Latest filing year: 2023
Participants: 180
End-of-year plan assets: $15,883,695

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	180	H, C	20241010092112NAL0040257010001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $15,883,695
Total liabilities (EOY): $0
Net assets (EOY): $15,883,695
Net assets (BOY): $13,805,565

Income & contributions

Employer contributions: $443,940
Participant contributions: $817,883
Total contributions: $1,296,360
Total income / additions: $3,704,429

Expenses & distributions

Benefits paid: $1,568,890
Administrative expenses: $46,059
Total expenses: $1,626,299
Net increase / (decrease): $2,078,130

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Cwm, LLC	SERVICE PROVIDER	not reported in the loaded dataset	$28,403	2023
Voya Retirement Insurance & Annuity	SERVICE PROVIDER	not reported in the loaded dataset	not reported in the loaded dataset	2023
Sigma Planning Corporation	SERVICE PROVIDER	not reported in the loaded dataset	not reported in the loaded dataset	2023