Hogan & Associates Construction 401(K) Profit Sharing Plan — Form 5500 plan (Hogan & Associates Construction, Inc.)

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, Hogan & Associates Construction 401(K) Profit Sharing Plan is a benefit plan reported by Hogan & Associates Construction, Inc. under EIN 87-0548214 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $17,205,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hogan & Associates Construction, Inc.
EIN
87-0548214
Plan number
001
Plan type
2
Location
Centerville, UT
Latest filing year
2023
Participants
315
End-of-year plan assets
$17,205,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20241015170048NAL0030424641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,205,898
Total liabilities (EOY)
$0
Net assets (EOY)
$17,205,898
Net assets (BOY)
$14,182,274

Income & contributions

Employer contributions
$555,167
Participant contributions
$1,064,805
Total contributions
$1,729,650
Total income / additions
$4,293,084

Expenses & distributions

Benefits paid
$1,228,278
Administrative expenses
$39,379
Total expenses
$1,269,460
Net increase / (decrease)
$3,023,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesADVISOR$36,723not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,656$02023

Related Form 5500 pages