2023 Form 5500 filing — Hart Intercivic, Inc. 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 20241010092112NAL0040257010001) for Hart Intercivic, Inc. 401 (K) Plan, reported by Hart Intercivic, Inc. under EIN 95-3248916 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092112NAL0040257010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hart Intercivic, Inc.
- EIN
- 95-3248916
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,883,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,883,695
- Employer contributions
- $443,940
- Participant contributions
- $817,883
- Total income / additions
- $3,704,429
- Benefits paid
- $1,568,890
- Administrative expenses
- $46,059
- Total expenses
- $1,626,299
- Net increase / (decrease)
- $2,078,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cwm, LLC | SERVICE PROVIDER | not reported in the loaded dataset | $28,403 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Sigma Planning Corporation | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |