Hga 401(K) Plan And Trust — Form 5500 plan (Hunt, Guillot & Associates, LLC)
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, Hga 401(K) Plan And Trust is a benefit plan reported by Hunt, Guillot & Associates, LLC under EIN 72-1354146 and plan number 001. The latest loaded filing year is 2023. The filing reports 634 participants and $49,349,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunt, Guillot & Associates, LLC
- EIN
- 72-1354146
- Plan number
- 001
- Plan type
- 2
- Location
- Ruston, LA
- Latest filing year
- 2023
- Participants
- 634
- End-of-year plan assets
- $49,349,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 634 | H, C | 20240927092030NAL0000947747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,349,224
- Total liabilities (EOY)
- $17,777
- Net assets (EOY)
- $49,331,447
- Net assets (BOY)
- $41,693,027
Income & contributions
- Employer contributions
- $1,900,562
- Participant contributions
- $3,869,357
- Total contributions
- $6,380,105
- Total income / additions
- $13,314,389
Expenses & distributions
- Benefits paid
- $5,456,734
- Administrative expenses
- $201,458
- Total expenses
- $5,675,969
- Net increase / (decrease)
- $7,638,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company | INVESTMENT ADVISOR | $82,772 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,498 | not reported in the loaded dataset | 2023 |
| Heard Mcelroy & Vestal, LLC | TPA | $29,840 | $10,000 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,835 | $0 | 2023 |
| Weaver And Tidwell, Llp | AUDITOR | $14,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunt, Guillot & Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Ruston, LA
- Argent Trust Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Heard Mcelroy & Vestal, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation