Harmon Law Offices, P.C. 401(K) Plan — Form 5500 plan (Harmon Law Offices, P.C.)

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, Harmon Law Offices, P.C. 401(K) Plan is a benefit plan reported by Harmon Law Offices, P.C. under EIN 04-3341419 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $8,547,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harmon Law Offices, P.C.
EIN
04-3341419
Plan number
001
Plan type
2
Location
Newton, MA
Latest filing year
2023
Participants
129
End-of-year plan assets
$8,547,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241001133319NAL0014165762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,547,625
Total liabilities (EOY)
$0
Net assets (EOY)
$8,547,625
Net assets (BOY)
$7,264,477

Income & contributions

Participant contributions
$229,522
Total contributions
$229,522
Total income / additions
$1,555,202

Expenses & distributions

Benefits paid
$260,156
Administrative expenses
$4,111
Total expenses
$272,054
Net increase / (decrease)
$1,283,148

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Angell Pension GroupTPA$0$2,9422023
MorningstarINVESTMENT ADVISORY$0$1,2902023

Related Form 5500 pages