Original filing (PDF)20250415080920NAL0005869378001

STEVE HOEGGER & ASSOCIATES

Name: STEVE HOEGGER & ASSOCIATES — STEVE HOEGGER & ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: STEVE HOEGGER & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

STEVE HOEGGER & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVE HOEGGER & ASSOCIATES.

Plan sponsor

Name

STEVE HOEGGER & ASSOCIATES

EIN

75-2849133

Address

2630 HWY 78 · WYLIE, TX · 750986055

Phone

(972) 429-9300

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

SEABOLD CONSTRUCTION CO., INC.

SEABOLD GROUP 401(K) RETIREMENT SAVINGS PLAN

$1.3M · 58 participants

ROCKWOOD CONSTRUCTION GROUP, INC

$1.3M · 40 participants

GARLAND NEW HOMES, INC.

GARLAND NEW HOMES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$1.3M · 12 participants

GLENWOOD HOMES LLC

GLENWOOD HOMES LLC 401(K) PLAN

$1.3M · 16 participants

COLBY CONSTRUCTION COMPANY, INC.

COLBY CONSTRUCTION COMPANY, INC. 401(K) PLAN