2023 Form 5500 filing — Hogantaylor Llp 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 20241002132300NAL0014386368001) for Hogantaylor Llp 401(K) Profit Sharing Plan, reported by Hogantaylor Llp under EIN 73-1413977 and plan number 001. It reports 541 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)$66.8MReported net assets$66,753,545
Participants541
Provider compensation$32.6K2 Schedule C row(s)$32,622
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002132300NAL0014386368001
Plan sponsor
Hogantaylor Llp
EIN
73-1413977
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)$66.8M total assets
Net assets$66.8MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$2.5M
Participant$3M
Full reported line items
Total assets (EOY)
$66,753,545
Total liabilities (EOY)
$0
Net assets (EOY)
$66,753,545
Employer contributions
$2,471,950
Participant contributions
$3,043,392
Total income / additions
$15,931,024
Benefits paid
$3,346,202
Administrative expenses
$32,622
Total expenses
$3,378,824
Net increase / (decrease)
$12,552,200
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25.3K · Indirect $0
  2. 2
    ADVISOR · Direct $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002132300NAL0014386368001 cover?
It is the 2023 Form 5500 filing for Hogantaylor Llp 401(K) Profit Sharing Plan, reported by Hogantaylor Llp (EIN 73-1413977).
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