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, Hirtle, Callaghan & Co. LLC 401(K) Profit Sharing Plan is a benefit plan reported by Hirtle, Callaghan & Co., LLC under EIN 26-2821689 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $43,741,328 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,741,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,741,328
- Net assets (BOY)
- $36,269,098
Income & contributions
- Employer contributions
- $884,419
- Participant contributions
- $1,554,576
- Total contributions
- $2,438,995
- Total income / additions
- $9,682,147
Expenses & distributions
- Benefits paid
- $2,195,170
- Administrative expenses
- $1,670
- Total expenses
- $2,209,917
- Net increase / (decrease)
- $7,472,230