2023 Form 5500 filing — Harmony Bank 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 20241009141700NAL0031533504001) for Harmony Bank 401(K) Plan, reported by Harmony Bank under EIN 20-2160647 and plan number 001. It reports 61 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,640,873
Participants61
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241009141700NAL0031533504001
Plan sponsor
Harmony Bank
EIN
20-2160647
Plan number
001
Location
Dallas, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$260.8K
Benefits paid / distributions$259.5K
Contributions
Employer$218.7K
Participant$302.8K
Full reported line items
Total assets (EOY)
$5,640,873
Total liabilities (EOY)
$0
Net assets (EOY)
$5,640,873
Employer contributions
$218,699
Participant contributions
$302,837
Total income / additions
$2,863,517
Benefits paid
$259,510
Administrative expenses
$1,331
Total expenses
$260,841
Net increase / (decrease)
$2,602,676

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009141700NAL0031533504001 cover?
It is the 2023 Form 5500 filing for Harmony Bank 401(K) Plan, reported by Harmony Bank (EIN 20-2160647).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages