2023 Form 5500 filing — Rick & Sandra 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 20250513135622NAL0026637056001) for Rick & Sandra 401(K) Plan, reported by Harvest Realty, Inc. under EIN 91-1263373 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$433.9KReported net assets$433,908
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250513135622NAL0026637056001
Plan sponsor
Harvest Realty, Inc.
EIN
91-1263373
Plan number
001
Location
Puyallup, WA
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)$433.9K total assets
Net assets$433.9KLiabilities
Money in vs. money out
Total income / additions$116.3K
Total expenses$2.8K
Benefits paid / distributionsNot reported
Contributions
Employer$4K
Participant$59.5K
Full reported line items
Total assets (EOY)
$433,908
Net assets (EOY)
$433,908
Employer contributions
$4,018
Participant contributions
$59,490
Total income / additions
$116,288
Administrative expenses
$2,803
Total expenses
$2,803
Net increase / (decrease)
$113,485

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250513135622NAL0026637056001 cover?
It is the 2023 Form 5500 filing for Rick & Sandra 401(K) Plan, reported by Harvest Realty, Inc. (EIN 91-1263373).
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