2023 Form 5500 filing — Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240607100010NAL0023417905001) for Haggerty Conglomerate, Inc. 401(K) Profit Sharing Plan, reported by Haggerty Conglomerate, Inc. under EIN 83-2767701 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240607100010NAL0023417905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haggerty Conglomerate, Inc.
- EIN
- 83-2767701
- Plan number
- 001
- Location
- Fredericksburg, TX
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $668,173
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $668,073
- Employer contributions
- $7,763
- Participant contributions
- $7,764
- Total income / additions
- $78,744
- Total expenses
- $1,864
- Net increase / (decrease)
- $76,880
- Schedule source
- Schedule I