2023 Form 5500 filing — Harry'S, Inc. 401(K) 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 20241004084400NAL0022216674001) for Harry'S, Inc. 401(K) Plan, reported by Harry'S, Inc. under EIN 45-4576572 and plan number 002. It reports 745 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)$33.1MReported net assets$33,052,399
Participants745
Provider compensation$120.5K2 Schedule C row(s)$120,517
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004084400NAL0022216674001
Plan sponsor
Harry'S, Inc.
EIN
45-4576572
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
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)$33.1M total assets
Net assets$33.1MLiabilities$0
Money in vs. money out
Total income / additions$12.2M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$1.3M
Participant$5.6M
Full reported line items
Total assets (EOY)
$33,052,399
Total liabilities (EOY)
$0
Net assets (EOY)
$33,052,399
Employer contributions
$1,335,091
Participant contributions
$5,582,911
Total income / additions
$12,225,668
Benefits paid
$2,394,519
Administrative expenses
$120,517
Total expenses
$2,517,786
Net increase / (decrease)
$9,707,882

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Betterment For BusinessRECORDKEEPER AND ADVISOR$110,972not reported in the loaded dataset
Dwc Erisa ConsultantsCONTRACT ADMIN$9,545not reported in the loaded dataset

Related Form 5500 pages