Plan5500

Harper Systems, Inc. 401(K) Plan — Form 5500 plan (Harper Systems, 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, Harper Systems, Inc. 401(K) Plan is a benefit plan reported by Harper Systems, Inc. under EIN 20-2066201 and plan number 001. The latest loaded filing year is 2023. The filing reports 496 participants and $10,274,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harper Systems, Inc.
EIN
20-2066201
Plan number
001
Plan type
2
Location
Paris, TX
Latest filing year
2023
Participants
496
End-of-year plan assets
$10,274,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023496H, C20241010153332NAL0010198595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,274,247
Total liabilities (EOY)
$0
Net assets (EOY)
$10,274,247
Net assets (BOY)
$8,673,041

Income & contributions

Employer contributions
$222,718
Participant contributions
$861,291
Total contributions
$1,089,915
Total income / additions
$2,688,097

Expenses & distributions

Benefits paid
$1,016,179
Administrative expenses
$43,406
Total expenses
$1,086,891
Net increase / (decrease)
$1,601,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$26,477not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$10,179$02023
Na NaAUDITOR$6,750not reported in the loaded dataset2023

Related Form 5500 pages