2023 Form 5500 filing — Harness, Dickey & Pierce 401k Profit Sharing 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 20240924094706NAL0007329155005) for Harness, Dickey & Pierce 401k Profit Sharing Plan, reported by Harness, Dickey & Pierce, Plc under EIN 38-1429059 and plan number 001. It reports 377 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)$147.3MReported net assets$147,252,948
Participants377
Provider compensation$15.2K2 Schedule C row(s)$15,165
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924094706NAL0007329155005
Plan sponsor
Harness, Dickey & Pierce, Plc
EIN
38-1429059
Plan number
001
Location
Troy, MI
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$147.3M total assets
Net assets$147.3MLiabilities
Money in vs. money out
Total income / additions$28M
Total expenses$5.6M
Benefits paid / distributions$5.6M
Contributions
Employer$2.9M
Participant$2.9M
Full reported line items
Total assets (EOY)
$147,252,948
Net assets (EOY)
$147,252,948
Employer contributions
$2,876,148
Participant contributions
$2,909,680
Total income / additions
$27,955,255
Benefits paid
$5,610,681
Administrative expenses
$15,110
Total expenses
$5,628,195
Net increase / (decrease)
$22,327,060
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $14.5K
  2. 2
    NONE · Direct $634 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924094706NAL0007329155005 cover?
It is the 2023 Form 5500 filing for Harness, Dickey & Pierce 401k Profit Sharing Plan, reported by Harness, Dickey & Pierce, Plc (EIN 38-1429059).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages