The Hagerman Group 401(K) Plan — Form 5500 plan (Hagerman Construction Corporation)
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, The Hagerman Group 401(K) Plan is a benefit plan reported by Hagerman Construction Corporation under EIN 35-0813400 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $14,609,237 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.6MPlan net assets, end of year$14,609,237
Participants220Covered participants reported
Assets / participant$66.4KComputed: assets ÷ participants$66,406 (computed)
Provider compensation$52.7K2 Schedule C provider row(s)$52,747
- Plan sponsor
- Hagerman Construction Corporation
- EIN
- 35-0813400
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241002125643NAL0014348880001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.6M total assets
Net assets$14.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,609,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,609,237
- Net assets (BOY)
- $12,047,053
Income & contributions
- Employer contributions
- $398,709
- Participant contributions
- $1,568,643
- Total contributions
- $2,238,113
- Total income / additions
- $4,574,004
Expenses & distributions
- Benefits paid
- $1,958,880
- Administrative expenses
- $52,747
- Total expenses
- $2,011,820
- Net increase / (decrease)
- $2,562,184
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment | ADVISOR | $32,165 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,582 | $0 | 2023 |