2023 Form 5500 filing — Harris Investments, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617232025NAL0003095344001) for Harris Investments, Inc. 401(K) Plan, reported by Harris Investments, Inc. under EIN 45-4893668 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.7KReported net assets$22,666
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617232025NAL0003095344001
Plan sponsor
Harris Investments, Inc.
EIN
45-4893668
Plan number
001
Location
Eugene, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.7K total assets
Net assets$22.7KLiabilities$0
Money in vs. money out
Total income / additions-$79K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$22,666
Total liabilities (EOY)
$0
Net assets (EOY)
$22,666
Employer contributions
$0
Participant contributions
$0
Total income / additions
-$78,979
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
-$78,979

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617232025NAL0003095344001 cover?
It is the 2023 Form 5500 filing for Harris Investments, Inc. 401(K) Plan, reported by Harris Investments, Inc. (EIN 45-4893668).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages