Harken, Inc. 401(K) Savings Plan — Form 5500 plan (Harken, 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, Harken, Inc. 401(K) Savings Plan is a benefit plan reported by Harken, Inc. under EIN 39-1086764 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $25,187,721 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harken, Inc.
EIN
39-1086764
Plan number
001
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023
Participants
455
End-of-year plan assets
$25,187,721

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20250711134355NAL0010448112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,187,721
Total liabilities (EOY)
$0
Net assets (EOY)
$25,187,721
Net assets (BOY)
$20,594,816

Income & contributions

Employer contributions
$136,203
Participant contributions
$1,447,457
Total contributions
$2,046,214
Total income / additions
$6,934,257

Expenses & distributions

Benefits paid
$2,260,197
Administrative expenses
$81,155
Total expenses
$2,341,352
Net increase / (decrease)
$4,592,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$81,154$02023
Nfp Retirement Inc.INVESTMENT ADVISORY$0$39,6752023

Related Form 5500 pages