Harrison Enterprises 401(K) Plan — Form 5500 plan (Harrison Enterprises)
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, Harrison Enterprises 401(K) Plan is a benefit plan reported by Harrison Enterprises under EIN 23-2215040 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $2,445,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrison Enterprises
- EIN
- 23-2215040
- Plan number
- 001
- Plan type
- 2
- Location
- Coatesville, PA
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $2,445,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241014204135NAL0013831427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,445,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,445,867
- Net assets (BOY)
- $2,559,626
Income & contributions
- Participant contributions
- $330,784
- Total contributions
- $332,110
- Total income / additions
- $683,778
Expenses & distributions
- Benefits paid
- $751,309
- Administrative expenses
- $46,228
- Total expenses
- $797,537
- Net increase / (decrease)
- -$113,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services, Inc. | RECORDKEEPER | $32,989 | $0 | 2023 |
| Cetera Advisors LLC | ADVISOR | $10,818 | not reported in the loaded dataset | 2023 |