2023 Form 5500 filing — Harold Brothers Mechanical 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 20241010150046NAL0011639635001) for Harold Brothers Mechanical 401(K) Plan, reported by Harold Brothers Mechanical Contractors, Inc. under EIN 26-3189470 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150046NAL0011639635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harold Brothers Mechanical Contractors, Inc.
- EIN
- 26-3189470
- Plan number
- 001
- Location
- Weymouth, MA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,021,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,021,980
- Employer contributions
- $1,515,167
- Participant contributions
- $971,377
- Total income / additions
- $5,068,575
- Benefits paid
- $1,733,878
- Administrative expenses
- $75,812
- Total expenses
- $1,809,690
- Net increase / (decrease)
- $3,258,885
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Analysts, Inc. | REGISTERED INVESTMENT AD | $38,225 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $0 | not reported in the loaded dataset |