2023 Form 5500 filing — Harvard Club Of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(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 20241009075321NAL0009026403001) for Harvard Club Of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(K) Plan, reported by Harvard Club Of New York City under EIN 13-0827620 and plan number 005. It reports 185 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)$5.5MReported net assets$5,496,186

Participants185

Provider compensation$13.9K2 Schedule C row(s)$13,858

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009075321NAL0009026403001
Plan sponsor: Harvard Club Of New York City
EIN: 13-0827620
Plan number: 005
Location: New York, NY
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)$5.5M total assets

Net assets$5.5MLiabilities$0

Money in vs. money out

Total income / additions$1.2M

Total expenses$172.7K

Benefits paid / distributions$158.9K

Contributions

Employer$0

Participant$468.2K

Full reported line items

Total assets (EOY): $5,496,186
Total liabilities (EOY): $0
Net assets (EOY): $5,496,186
Employer contributions: $0
Participant contributions: $468,163
Total income / additions: $1,241,668
Benefits paid: $158,855
Administrative expenses: $13,858
Total expenses: $172,713
Net increase / (decrease): $1,068,955

Schedule C

Reported service provider compensation

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

1
Empower Life & Annuity Insurance Co$10.7K
RECORDKEEPER · Direct $10.7K · Indirect $0
2
Empower Advisory Group, LLC$3.2K
INVESTMENT MGMT · Direct $3.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009075321NAL0009026403001 cover?: It is the 2023 Form 5500 filing for Harvard Club Of New York City Hotel, Restaurant & Club Employees & Bartenders Union Local 6 401(K) Plan, reported by Harvard Club Of New York City (EIN 13-0827620).
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).