Harding, Shymanski & Company 401(K) Plan — Form 5500 plan (Harding, Shymanski & Company, P.S.C.)

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, Shymanski & Company 401(K) Plan is a benefit plan reported by Harding, Shymanski & Company, P.S.C. under EIN 35-1346211 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $42,775,643 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harding, Shymanski & Company, P.S.C.
EIN
35-1346211
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
220
End-of-year plan assets
$42,775,643

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241014162014NAL0015282051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,775,643
Total liabilities (EOY)
$0
Net assets (EOY)
$42,775,643
Net assets (BOY)
$36,785,463

Income & contributions

Employer contributions
$865,775
Participant contributions
$1,328,679
Total contributions
$2,199,221
Total income / additions
$8,046,842

Expenses & distributions

Benefits paid
$2,035,685
Administrative expenses
$20,977
Total expenses
$2,056,662
Net increase / (decrease)
$5,990,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesN/A$22,396not reported in the loaded dataset2023

Related Form 5500 pages