2023 Form 5500 filing — Hogan Assessments 401(K) 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 20240718133921NAL0005849521001) for Hogan Assessments 401(K) Plan, reported by Hogan Assessment Systems, Inc. under EIN 73-1306889 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.2MReported net assets$13,247,163
Participants167
Provider compensation$54.5K2 Schedule C row(s)$54,525
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718133921NAL0005849521001
Plan sponsor
Hogan Assessment Systems, Inc.
EIN
73-1306889
Plan number
001
Location
Tulsa, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.6M
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,247,163
Total liabilities (EOY)
$0
Net assets (EOY)
$13,247,163
Employer contributions
$1,599,205
Participant contributions
$1,063,568
Total income / additions
$4,280,353
Benefits paid
$2,245,049
Administrative expenses
$54,517
Total expenses
$2,299,566
Net increase / (decrease)
$1,980,787
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $29.8K · Indirect $0
  2. 2
    CONSULTANT · Direct $24.7K · Indirect $19

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718133921NAL0005849521001 cover?
It is the 2023 Form 5500 filing for Hogan Assessments 401(K) Plan, reported by Hogan Assessment Systems, Inc. (EIN 73-1306889).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages