2023 Form 5500 filing — Harvey Tool Company, LLC 401(K) Retirement 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 20241015195736NAL0030807233001) for Harvey Tool Company, LLC 401(K) Retirement Plan, reported by Harvey Tool Company, LLC under EIN 20-8909122 and plan number 001. It reports 556 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)$29.5MReported net assets$29,474,045

Participants556

Provider compensation$131.8K4 Schedule C row(s)$131,793

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015195736NAL0030807233001
Plan sponsor: Harvey Tool Company, LLC
EIN: 20-8909122
Plan number: 001
Location: Rowley, MA
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)$29.5M total assets

Net assets$29.5MLiabilities$0

Money in vs. money out

Total income / additions$9.2M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$2.1M

Participant$2.2M

Full reported line items

Total assets (EOY): $29,474,045
Total liabilities (EOY): $0
Net assets (EOY): $29,474,045
Employer contributions: $2,104,866
Participant contributions: $2,247,704
Total income / additions: $9,186,240
Benefits paid: $1,164,268
Administrative expenses: $122,886
Total expenses: $1,287,154
Net increase / (decrease): $7,899,086

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$66.2K
RECORDKEEPER · Direct $66.2K · Indirect $0
2
Cetera Advisor Networks LLC$30.5K
BROKER/ADVISER · Direct $0 · Indirect $30.5K
3
Empower Advisory Group, LLC$22.9K
INVESTMENT MGMT · Direct $22.9K
4
Leafhouse Financial Advisors, LLC$12.2K
INVESTMENT ADVISOR · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015195736NAL0030807233001 cover?: It is the 2023 Form 5500 filing for Harvey Tool Company, LLC 401(K) Retirement Plan, reported by Harvey Tool Company, LLC (EIN 20-8909122).
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).