2023 Form 5500 filing — Harrison Eichenberg & Murphy L 401(K) Profit Sharing Plan & Trust

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 20240717141001NAL0004497761001) for Harrison Eichenberg & Murphy L 401(K) Profit Sharing Plan & Trust, reported by Harrison Eichenberg & Murphy L under EIN 77-0152774 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,269,677
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717141001NAL0004497761001
Plan sponsor
Harrison Eichenberg & Murphy L
EIN
77-0152774
Plan number
001
Location
Thousand Oaks, CA
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$78.3K
Benefits paid / distributions$49.7K
Contributions
Employer$73K
Participant$198.1K
Full reported line items
Total assets (EOY)
$5,269,677
Total liabilities (EOY)
$0
Net assets (EOY)
$5,269,677
Employer contributions
$72,994
Participant contributions
$198,085
Total income / additions
$1,100,239
Benefits paid
$49,738
Administrative expenses
$28,566
Total expenses
$78,304
Net increase / (decrease)
$1,021,935

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717141001NAL0004497761001 cover?
It is the 2023 Form 5500 filing for Harrison Eichenberg & Murphy L 401(K) Profit Sharing Plan & Trust, reported by Harrison Eichenberg & Murphy L (EIN 77-0152774).
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