Autumn Harp, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Autumn Harp, Inc.)

Plain-English plan 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, Autumn Harp, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Autumn Harp, Inc. under EIN 03-0284189 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $15,388,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Autumn Harp, Inc.
EIN
03-0284189
Plan number
001
Plan type
3
Location
Essex Junction, VT
Latest filing year
2023
Participants
310
End-of-year plan assets
$15,388,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241014075843NAL0043804800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,388,026
Total liabilities (EOY)
$0
Net assets (EOY)
$15,388,026
Net assets (BOY)
$12,852,523

Income & contributions

Employer contributions
$316,358
Participant contributions
$924,897
Total contributions
$1,363,309
Total income / additions
$3,570,089

Expenses & distributions

Benefits paid
$961,597
Administrative expenses
$72,989
Total expenses
$1,034,586
Net increase / (decrease)
$2,535,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCRIA$9,000not reported in the loaded dataset2023
John Hancock Life Insurance Co UsaRECORDKEEPER$2,426$02023

Related Form 5500 pages