Harding Mazzotti, Llp Profit Sharing Plan — Form 5500 plan (Harding Mazzotti, Llp)
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, Harding Mazzotti, Llp Profit Sharing Plan is a benefit plan reported by Harding Mazzotti, Llp under EIN 14-1773128 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $30,522,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harding Mazzotti, Llp
- EIN
- 14-1773128
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $30,522,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015125613NAL0016436691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,522,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,522,069
- Net assets (BOY)
- $24,829,436
Income & contributions
- Employer contributions
- $1,212,913
- Participant contributions
- $911,345
- Total contributions
- $2,126,638
- Total income / additions
- $6,913,255
Expenses & distributions
- Benefits paid
- $1,215,251
- Administrative expenses
- $5,371
- Total expenses
- $1,220,622
- Net increase / (decrease)
- $5,692,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $50,099 | 2023 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $2,050 | $6,488 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,348 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harding Mazzotti, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Edward Jones — Schedule C compensation
- Janet A. Panebianco, Cpa, Pllc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation