Hargis Engineers 401(K) Plan — Form 5500 plan (Hargis Engineers, 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, Hargis Engineers 401(K) Plan is a benefit plan reported by Hargis Engineers, Inc. under EIN 91-1539289 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $36,371,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hargis Engineers, Inc.
EIN
91-1539289
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
220
End-of-year plan assets
$36,371,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20240912095011NAL0014393872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,371,338
Total liabilities (EOY)
$233
Net assets (EOY)
$36,371,105
Net assets (BOY)
$32,494,229

Income & contributions

Employer contributions
$591,949
Participant contributions
$1,740,182
Total contributions
$2,418,244
Total income / additions
$7,563,470

Expenses & distributions

Benefits paid
$3,622,453
Administrative expenses
$64,141
Total expenses
$3,686,594
Net increase / (decrease)
$3,876,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncan & Haley LtdINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$26,048$02023
Cascade 401k ConsultantsCONTRACT ADMIN$1,850$10,0002023

Related Form 5500 pages