Plan5500

Hargis & Associates Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hargis & Associates Inc. (EIN 33-0383435) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0383435
Location
San Diego, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hargis & Associates Inc.

  • 1 loaded plans hold $1.5M in reported assets.
  • The largest, Hargis + Associates, Inc. Employee Stock Ownership Plan And Trust Agreement, holds 100% of this company's reported plan assets.
  • Plans cover 59 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$1.5M$1,460,061
Total reported participants59
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$0Liabilities—
Contributions & income
Total income / additions$23K
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)-$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hargis + Associates, Inc. Employee Stock Ownership Plan And Trust Agreement
Participants per plan59Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hargis + Associates, Inc. Employee Stock Ownership Plan And Trust Agreement$1.5M
    Plan #002 · 59 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hargis & Associates Inc.. Open one for its full reported snapshot.

  1. 2023
    Hargis + Associates, Inc. Employee Stock Ownership Plan And Trust Agreement59 participants · 2Sch I
    View filing →
  2. 2023
    Hargis & Associates Inc. Employee Stock Ownership Plan And Trust Agreement58 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hargis & Associates Inc. report on Form 5500?
Hargis & Associates Inc. (EIN 33-0383435) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hargis & Associates Inc.?
The Employer Identification Number (EIN) reported for Hargis & Associates Inc. is 33-0383435.
What is the latest Form 5500 filing year for Hargis & Associates Inc.?
The latest loaded Form 5500 filing year for Hargis & Associates Inc. is 2023.

Related Form 5500 pages