403(B) Retirement Plan For Harlem Rbi — Form 5500 plan (Harlem Rbi)
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, 403(B) Retirement Plan For Harlem Rbi is a benefit plan reported by Harlem Rbi under EIN 13-4025290 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $5,065,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harlem Rbi
- EIN
- 13-4025290
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $5,065,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241007132600NAL0007615555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,065,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,065,231
- Net assets (BOY)
- $4,141,307
Income & contributions
- Employer contributions
- $214,817
- Participant contributions
- $424,500
- Total contributions
- $687,946
- Total income / additions
- $1,367,325
Expenses & distributions
- Benefits paid
- $420,272
- Administrative expenses
- $23,129
- Total expenses
- $443,401
- Net increase / (decrease)
- $923,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services | SERVICE PROVIDER | $0 | $16,062 | 2023 |
| Pasi LLC | TPA | $0 | $2,202 | 2023 |
| Morningstar | NONE | $0 | $749 | 2023 |