Harness, Dickey & Pierce, P.L.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Harness, Dickey & Pierce, P.L.C. (EIN 38-1429059) is a plan sponsor located in Troy, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-1429059
Location
Troy, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harness, Dickey & Pierce, P.L.C.

  • 2 loaded plans hold $147.3M in reported assets.
  • The largest, Harness, Dickey & Pierce 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 646 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$147.3MSummed across loaded plans$147,252,948
Total reported assets$147.3M$147,252,948
Total reported participants646
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$147.3M total assets
Net assets$147.3MLiabilities
Contributions & income
Employer contributions$2.9M
Participant contributions$2.9M
Total income / additions$28M
Expenses & distributions
Benefits paid / distributions$5.6M
Total expenses$5.6M
Net increase / (decrease)$22.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Harness, Dickey & Pierce 401k Profit Sharing Plan
Participants per plan323Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 377 participants · 2023
  2. 2
    Plan #501 · 269 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harness, Dickey & Pierce, P.L.C.. Open one for its full reported snapshot.

  1. 2023
    Harness, Dickey & Pierce 401k Profit Sharing Plan377 participants · 2Sch HSch C
    View filing →
  2. 2023
    Harness, Dickey & Pierce, P.L.C. Flexible Benefits Plan269 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Harness, Dickey & Pierce, P.L.C. report on Form 5500?
Harness, Dickey & Pierce, P.L.C. (EIN 38-1429059) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Harness, Dickey & Pierce, P.L.C.?
The Employer Identification Number (EIN) reported for Harness, Dickey & Pierce, P.L.C. is 38-1429059.
What is the latest Form 5500 filing year for Harness, Dickey & Pierce, P.L.C.?
The latest loaded Form 5500 filing year for Harness, Dickey & Pierce, P.L.C. is 2023.

Related Form 5500 pages