2023 Form 5500 filing — Savings Plan For Employees Of Hartig Drug Company

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 20241004073038NAL0019869408001) for Savings Plan For Employees Of Hartig Drug Company, reported by Hartig Drug Company under EIN 42-0298860 and plan number 001. It reports 408 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)$18.2MReported net assets$18,236,436

Participants408

Provider compensation$107.7K3 Schedule C row(s)$107,678

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241004073038NAL0019869408001
Plan sponsor: Hartig Drug Company
EIN: 42-0298860
Plan number: 001
Location: Dubuque, IA
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)$18.2M total assets

Net assets$18.2MLiabilities$0

Money in vs. money out

Total income / additions$4.7M

Total expenses$2.5M

Benefits paid / distributions$2.5M

Contributions

Employer$280.6K

Participant$1.1M

Full reported line items

Total assets (EOY): $18,236,436
Total liabilities (EOY): $0
Net assets (EOY): $18,236,436
Employer contributions: $280,619
Participant contributions: $1,145,248
Total income / additions: $4,673,499
Benefits paid: $2,462,211
Administrative expenses: $73,661
Total expenses: $2,544,418
Net increase / (decrease): $2,129,081

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$73.7K
CONTRACT ADMINISTRATOR · Direct $73.7K · Indirect $0
2
Global Retirement Partners LLC$34K
INVESTMENT ADVISORY · Direct $0 · Indirect $34K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004073038NAL0019869408001 cover?: It is the 2023 Form 5500 filing for Savings Plan For Employees Of Hartig Drug Company, reported by Hartig Drug Company (EIN 42-0298860).
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).