2023 Form 5500 filing — Harnish Group Inc. Retirement 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 20240730101752NAL0013272339001) for Harnish Group Inc. Retirement Plan, reported by Harnish Group, Inc. under EIN 91-1978007 and plan number 001. It reports 1,467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730101752NAL0013272339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harnish Group, Inc.
- EIN
- 91-1978007
- Plan number
- 001
- Location
- Tukwila, WA
- Participants
- 1,467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,382,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $226,382,765
- Employer contributions
- $9,548,625
- Participant contributions
- $8,156,465
- Total income / additions
- $56,625,837
- Benefits paid
- $28,248,578
- Administrative expenses
- $302,865
- Total expenses
- $28,600,061
- Net increase / (decrease)
- $28,025,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | NONE | $124,030 | $0 |
| First Interstate Wealth Management | NONE | $118,408 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $55,146 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $4,680 | not reported in the loaded dataset |
| Td Ameritrade | NONE | $1,909 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $647 | $0 |