2023 Form 5500 filing — Harmon City, Inc. 401(K) Retirement 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 20240930151237NAL0005710113001) for Harmon City, Inc. 401(K) Retirement Savings Plan, reported by Harmon City, Inc. under EIN 87-0230875 and plan number 001. It reports 4,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930151237NAL0005710113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmon City, Inc.
- EIN
- 87-0230875
- Plan number
- 001
- Location
- West Valley, UT
- Participants
- 4,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,475,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,475,013
- Employer contributions
- $2,088,042
- Participant contributions
- $7,641,070
- Total income / additions
- $22,724,216
- Benefits paid
- $8,315,282
- Administrative expenses
- $306,208
- Total expenses
- $8,710,213
- Net increase / (decrease)
- $14,014,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $204,411 | $0 |
| Soltis Investment Advisors LLC | ADVISOR | $92,524 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,674 | not reported in the loaded dataset |