Hoagland, Longo, Moran, Dunst & Doukas 401(K) Retirement Plan — Form 5500 plan (Hoagland, Longo, Moran, Dunst & Doukas Llp)
Plain-English plan 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, Hoagland, Longo, Moran, Dunst & Doukas 401(K) Retirement Plan is a benefit plan reported by Hoagland, Longo, Moran, Dunst & Doukas Llp under EIN 22-2135615 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $40,736,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoagland, Longo, Moran, Dunst & Doukas Llp
- EIN
- 22-2135615
- Plan number
- 001
- Plan type
- 2
- Location
- New Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $40,736,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241011095626NAL0043872210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,736,660
- Net assets (EOY)
- $40,736,660
- Net assets (BOY)
- $35,839,957
Income & contributions
- Employer contributions
- $940,820
- Participant contributions
- $1,305,923
- Total contributions
- $2,250,748
- Total income / additions
- $7,213,019
Expenses & distributions
- Benefits paid
- $2,309,603
- Administrative expenses
- $6,713
- Total expenses
- $2,316,316
- Net increase / (decrease)
- $4,896,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $89,218 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,713 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoagland, Longo, Moran, Dunst & Doukas Llp
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in New Brunswick, NJ
- Commonwealth Financial Network — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation