2023 Form 5500 filing — Harness Roofing, Inc. Retirement 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 20240729232334NAL0030893248001) for Harness Roofing, Inc. Retirement Plan Trust, reported by Harness Roofing, Inc. under EIN 71-0654212 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.1MReported net assets$13,088,862
Participants236
Provider compensation$65.1K2 Schedule C row(s)$65,116
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729232334NAL0030893248001
- Plan sponsor
- Harness Roofing, Inc.
- EIN
- 71-0654212
- Plan number
- 001
- Location
- Harrison, AR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,088,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,088,862
- Employer contributions
- $1,336,812
- Participant contributions
- $586,242
- Total income / additions
- $3,357,823
- Benefits paid
- $1,322,074
- Administrative expenses
- $65,116
- Total expenses
- $1,389,383
- Net increase / (decrease)
- $1,968,440
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,231 | $0 |
| Prime Capital Investment Advisors | ADVISOR | $27,885 | not reported in the loaded dataset |