Plan5500

Harbisonwalker International Retirement Trust — Form 5500 plan (Harbisonwalker International, 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, Harbisonwalker International Retirement Trust is a benefit plan reported by Harbisonwalker International, Inc. under EIN 43-1680037 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $293,612,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbisonwalker International, Inc.
EIN
43-1680037
Plan number
100
Plan type
4
Location
Moon Township, PA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$293,612,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015075445NAL0055134386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$293,612,234
Total liabilities (EOY)
$0
Net assets (EOY)
$293,612,234
Net assets (BOY)
$291,936,565

Income & contributions

Total contributions
$0
Total income / additions
$35,023,956

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,138,684
Total expenses
$1,138,684
Net increase / (decrease)
$33,885,272

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell InvestmentsNONE$969,476not reported in the loaded dataset2023
Northern Trust CompanyNONE$169,208not reported in the loaded dataset2023

Related Form 5500 pages