Harrogate Employees Annuity Plan — Form 5500 plan (Harrogate Incorporated)
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, Harrogate Employees Annuity Plan is a benefit plan reported by Harrogate Incorporated under EIN 22-2919029 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $5,610,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrogate Incorporated
- EIN
- 22-2919029
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $5,610,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241010095615NAL0009881491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,610,679
- Total liabilities (EOY)
- $85
- Net assets (EOY)
- $5,610,594
- Net assets (BOY)
- $5,080,024
Income & contributions
- Employer contributions
- $60,833
- Participant contributions
- $312,588
- Total contributions
- $498,868
- Total income / additions
- $1,162,322
Expenses & distributions
- Benefits paid
- $597,929
- Administrative expenses
- $15,919
- Total expenses
- $631,752
- Net increase / (decrease)
- $530,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmc Advisors, Inc. | NONE | $12,264 | not reported in the loaded dataset | 2023 |