Hgc 401(K) Savings Plan — Form 5500 plan (Hgc Construction Co.)
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, Hgc 401(K) Savings Plan is a benefit plan reported by Hgc Construction Co. under EIN 31-1119613 and plan number 002. The latest loaded filing year is 2023. The filing reports 338 participants and $20,491,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hgc Construction Co.
- EIN
- 31-1119613
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $20,491,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241014140949NAL0015075299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,491,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,491,784
- Net assets (BOY)
- $16,128,527
Income & contributions
- Employer contributions
- $340,030
- Participant contributions
- $1,915,927
- Total contributions
- $2,391,578
- Total income / additions
- $5,333,390
Expenses & distributions
- Benefits paid
- $874,133
- Administrative expenses
- $96,000
- Total expenses
- $970,133
- Net increase / (decrease)
- $4,363,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,746 | $0 | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $37,282 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $8,747 | not reported in the loaded dataset | 2023 |
| Blue & Co., LLC | ACCOUNTANT/AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hgc Construction Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fidelity Investments Institutional — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Blue & Co., LLC — Schedule C compensation