Hughesleahykarlovic, 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, Hughesleahykarlovic, Inc. (EIN 43-1106904) is a plan sponsor located in St. Louis, MO 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
43-1106904
Location
St. Louis, MO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,954,172
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,954,172

Contributions & income

Employer contributions
$300,124
Participant contributions
$1,763,359
Total income / additions
$5,126,026

Expenses & distributions

Benefits paid / distributions
$2,223,185
Total expenses
$2,333,246
Net increase / (decrease)
$2,792,780

Coverage

Total reported participants
529
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Hughesleahykarlovic, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hughesleahykarlovic, Inc. 401(K) Plan002359$17,954,1722023
Hughes Leahy Karlovic Health And Welfare Plan (505)505170not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hughesleahykarlovic, Inc.
YearPlanParticipantsSchedulesFiling
2023Hughes Leahy Karlovic Health And Welfare Plan (505)17020240531093846NAL0014554593001
2023Hughesleahykarlovic, Inc. 401(K) Plan359H, C20241021111653NAL0001376833001

Related Form 5500 pages