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, Hargrove 401(K) Plan And Trust is a benefit plan reported by Hargrove And Associates, Inc. under EIN 72-1352530 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,722 participants and $203,799,760 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,799,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,799,760
- Net assets (BOY)
- $151,151,787
Income & contributions
- Employer contributions
- $6,620,603
- Participant contributions
- $25,615,070
- Total contributions
- $39,344,684
- Total income / additions
- $70,603,617
Expenses & distributions
- Benefits paid
- $17,686,269
- Administrative expenses
- $250,480
- Total expenses
- $17,955,644
- Net increase / (decrease)
- $52,647,973