Harken, Inc. — 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, Harken, Inc. (EIN 39-1086764) is a plan sponsor located in Pewaukee, WI with 3 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
39-1086764
Location
Pewaukee, WI
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$54,625,421
Total reported liabilities (EOY)
$42,685,062
Total reported net assets (EOY)
$11,940,359

Contributions & income

Employer contributions
$2,238,059
Participant contributions
$1,447,457
Total income / additions
$11,292,760

Expenses & distributions

Benefits paid / distributions
$2,527,897
Total expenses
$3,047,450
Net increase / (decrease)
$8,245,310

Coverage

Total reported participants
944
Plans with financial statements
2
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

Harken, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harken, Inc. Employee Stock Ownership Plan002288$29,437,7002023
Harken, Inc. 401(K) Savings Plan001455$25,187,7212023
Harken, Inc. Welfare Benefit Plan502201not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harken, Inc.
YearPlanParticipantsSchedulesFiling
2023Harken, Inc. Welfare Benefit Plan20120240510155822NAL0017777795001
2023Harken, Inc. 401(K) Savings Plan455H, C20250711134355NAL0010448112001
2023Harken, Inc. Employee Stock Ownership Plan288H20250711134556NAL0017275826001

Related Form 5500 pages