2023 Form 5500 filing — Harley Ellis Devereaux Employees' Savings 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 20240920182314NAL0016305458001) for Harley Ellis Devereaux Employees' Savings Plan, reported by Harley Ellis Devereaux Corporation under EIN 38-2645558 and plan number 001. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920182314NAL0016305458001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harley Ellis Devereaux Corporation
- EIN
- 38-2645558
- Plan number
- 001
- Location
- Royal Oak, MI
- Participants
- 658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,572,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,572,785
- Employer contributions
- $1,020,142
- Participant contributions
- $5,080,639
- Total income / additions
- $22,560,444
- Benefits paid
- $8,423,506
- Administrative expenses
- $16,201
- Total expenses
- $8,439,707
- Net increase / (decrease)
- $14,120,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,201 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$93,078 | $0 |