2023 Form 5500 filing — Harper Systems, 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 20241010153332NAL0010198595001) for Harper Systems, Inc. 401(K) Plan, reported by Harper Systems, Inc. under EIN 20-2066201 and plan number 001. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010153332NAL0010198595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harper Systems, Inc.
- EIN
- 20-2066201
- Plan number
- 001
- Location
- Paris, TX
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,274,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,274,247
- Employer contributions
- $222,718
- Participant contributions
- $861,291
- Total income / additions
- $2,688,097
- Benefits paid
- $1,016,179
- Administrative expenses
- $43,406
- Total expenses
- $1,086,891
- Net increase / (decrease)
- $1,601,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $26,477 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $10,179 | $0 |
| Na Na | AUDITOR | $6,750 | not reported in the loaded dataset |