Plan5500

Harold Brothers Mechanical 401(K) Plan — Form 5500 plan (Harold Brothers Mechanical Contractors, 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, Harold Brothers Mechanical 401(K) Plan is a benefit plan reported by Harold Brothers Mechanical Contractors, Inc. under EIN 26-3189470 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $18,021,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harold Brothers Mechanical Contractors, Inc.
EIN
26-3189470
Plan number
001
Plan type
2
Location
Weymouth, MA
Latest filing year
2023
Participants
350
End-of-year plan assets
$18,021,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241010150046NAL0011639635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,021,980
Total liabilities (EOY)
$0
Net assets (EOY)
$18,021,980
Net assets (BOY)
$14,763,095

Income & contributions

Employer contributions
$1,515,167
Participant contributions
$971,377
Total contributions
$2,552,097
Total income / additions
$5,068,575

Expenses & distributions

Benefits paid
$1,733,878
Administrative expenses
$75,812
Total expenses
$1,809,690
Net increase / (decrease)
$3,258,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Analysts, Inc.REGISTERED INVESTMENT AD$38,225not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages