Plan5500

2023 Form 5500 filing — Hargrove Holding Company, Inc Teammate Stock Ownership 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 20241010101843NAL0020811873001) for Hargrove Holding Company, Inc Teammate Stock Ownership Plan, reported by Hargrove Holding Company, Inc. under EIN 88-1092407 and plan number 002. It reports 2,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010101843NAL0020811873001
Filing year
2023
Form type
2
Plan sponsor
Hargrove Holding Company, Inc.
EIN
88-1092407
Plan number
002
Location
Mobile, AL
Participants
2,542
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,238,813
Total liabilities (EOY)
$0
Net assets (EOY)
$56,238,813
Employer contributions
$5,205,195
Total income / additions
-$6,009,808
Benefits paid
$3,868,928
Administrative expenses
$176,984
Total expenses
$4,045,912
Net increase / (decrease)
-$10,055,720
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
PrincipalRECORDKEEPER/BOOKKEEPER$51,651not reported in the loaded dataset
Argent Trust CompanyTRUSTEE$41,889not reported in the loaded dataset
Shareholder Strategies, Inc.VALUATION SERVICES$29,856not reported in the loaded dataset
Charles SchwabINVESTMENT MANAGEMENT$21,667not reported in the loaded dataset
Harding Shymanski & CoACCOUNTANT$15,586not reported in the loaded dataset
Employee-Owned S Corporations Of AmOTHER SERVICES$15,000not reported in the loaded dataset

Related Form 5500 pages