2023 Form 5500 filing — Savings Plan Of Harmonic Drive LLC
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 20241011142245NAL0022030577001) for Savings Plan Of Harmonic Drive LLC, reported by Harmonic Drive LLC under EIN 20-3942105 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142245NAL0022030577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmonic Drive LLC
- EIN
- 20-3942105
- Plan number
- 001
- Location
- Beverly, MA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,894,934
- Total liabilities (EOY)
- $79,155
- Net assets (EOY)
- $24,815,779
- Employer contributions
- $454,150
- Participant contributions
- $1,576,368
- Total income / additions
- $5,278,484
- Benefits paid
- $3,919,888
- Administrative expenses
- $72,748
- Total expenses
- $4,014,477
- Net increase / (decrease)
- $1,264,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,831 | not reported in the loaded dataset |
| Sentinel Pension Advisors Inc | ADVISOR | $30,000 | not reported in the loaded dataset |