Original filing (PDF)20240726132722NAL0009002531001

HAGY Company

Name: HAGY Company — HAGY Company 401(k) Plan, Form 5500 (2023)
Creator: HAGY Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HAGY Company 401(k) Plan

401(k) retirement plan · HAGY Company's HAGY Company 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAGY COMPANY.

Plan sponsor

Name

HAGY COMPANY

EIN

75-0715788all filings

Address

700 S. FILLMORE, SUITE 460 · AMARILLO, TX · 79101

Phone

(806) 372-6646

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-26

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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