Harley Ellis Devereaux — 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, Harley Ellis Devereaux (EIN 38-2645558) is a plan sponsor located in Royal Oak, 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
38-2645558
Location
Royal Oak, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$91,572,785
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$91,572,785

Contributions & income

Employer contributions
$1,020,142
Participant contributions
$5,080,639
Total income / additions
$22,560,444

Expenses & distributions

Benefits paid / distributions
$8,423,506
Total expenses
$8,439,707
Net increase / (decrease)
$14,120,737

Coverage

Total reported participants
951
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Harley Ellis Devereaux plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harley Ellis Devereaux Employees' Savings Plan001658$91,572,7852023
Harley Ellis Devereaux Employee Welfare Benefit Plan526293not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harley Ellis Devereaux
YearPlanParticipantsSchedulesFiling
2023Harley Ellis Devereaux Employee Welfare Benefit Plan29320240529122459NAL0012007185001
2023Harley Ellis Devereaux Employees' Savings Plan658H, C20240920182314NAL0016305458001

Related Form 5500 pages