2023 Form 5500 filing — Harmelin & Associates, Inc. Employee Stock Ownership 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 20240917102511NAL0003829728001) for Harmelin & Associates, Inc. Employee Stock Ownership Plan, reported by Harmelin And Associates, Inc. under EIN 23-2222601 and plan number 004. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240917102511NAL0003829728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmelin And Associates, Inc.
- EIN
- 23-2222601
- Plan number
- 004
- Location
- Bala Cynwyd, PA
- Participants
- 38
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,772,518
- Net assets (EOY)
- $16,772,518
- Total income / additions
- $377,727
- Total expenses
- $0
- Net increase / (decrease)
- $377,727
- Schedule source
- Schedule I