Hargrove Holding Company, Inc Teammate Stock Ownership Plan — Form 5500 plan (Hargrove Holding Company, 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, Hargrove Holding Company, Inc Teammate Stock Ownership Plan is a benefit plan reported by Hargrove Holding Company, Inc. under EIN 88-1092407 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,542 participants and $56,238,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hargrove Holding Company, Inc.
- EIN
- 88-1092407
- Plan number
- 002
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 2,542
- End-of-year plan assets
- $56,238,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,542 | H, C | 20241010101843NAL0020811873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,238,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,238,813
- Net assets (BOY)
- $66,294,533
Income & contributions
- Employer contributions
- $5,205,195
- Total contributions
- $5,205,195
- Total income / additions
- -$6,009,808
Expenses & distributions
- Benefits paid
- $3,868,928
- Administrative expenses
- $176,984
- Total expenses
- $4,045,912
- Net increase / (decrease)
- -$10,055,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | RECORDKEEPER/BOOKKEEPER | $51,651 | not reported in the loaded dataset | 2023 |
| Argent Trust Company | TRUSTEE | $41,889 | not reported in the loaded dataset | 2023 |
| Shareholder Strategies, Inc. | VALUATION SERVICES | $29,856 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT MANAGEMENT | $21,667 | not reported in the loaded dataset | 2023 |
| Harding Shymanski & Co | ACCOUNTANT | $15,586 | not reported in the loaded dataset | 2023 |
| Employee-Owned S Corporations Of Am | OTHER SERVICES | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hargrove Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Principal — Schedule C compensation
- Argent Trust Company — Schedule C compensation
- Shareholder Strategies, Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Harding Shymanski & Co — Schedule C compensation
- Employee-Owned S Corporations Of Am — Schedule C compensation