2023 Form 5500 filing — Harris Group Deferred Income Plan And 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 20240927154410NAL0004010144001) for Harris Group Deferred Income Plan And Trust, reported by Harris Group Inc. under EIN 91-0931646 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927154410NAL0004010144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harris Group Inc.
- EIN
- 91-0931646
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,371,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,371,122
- Employer contributions
- $203,568
- Participant contributions
- $1,080,315
- Total income / additions
- $5,216,150
- Benefits paid
- $2,412,834
- Administrative expenses
- $59,451
- Total expenses
- $2,472,285
- Net increase / (decrease)
- $2,743,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services, Inc. | NONE | $26,261 | $0 |
| Pacific Portfolio Consulting, Lp | NONE | $24,000 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $9,190 | $0 |