Harmonia Holdings Group, LLC 401(K) Plan — Form 5500 plan (Harmonia Holdings Group, LLC)
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, Harmonia Holdings Group, LLC 401(K) Plan is a benefit plan reported by Harmonia Holdings Group, LLC under EIN 43-2103421 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $29,076,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmonia Holdings Group, LLC
- EIN
- 43-2103421
- Plan number
- 001
- Plan type
- 2
- Location
- Blacksburg, VA
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $29,076,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241001143801NAL0003380675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,076,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,076,256
- Net assets (BOY)
- $23,603,536
Income & contributions
- Employer contributions
- $1,224,148
- Participant contributions
- $2,705,375
- Total contributions
- $4,490,757
- Total income / additions
- $8,201,356
Expenses & distributions
- Benefits paid
- $2,585,774
- Administrative expenses
- $140,770
- Total expenses
- $2,728,636
- Net increase / (decrease)
- $5,472,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch - Fas | RIA | $34,590 | not reported in the loaded dataset | 2023 |
| Merrill Lynch - Eps | RIA | $23,060 | not reported in the loaded dataset | 2023 |
| The Capital Group Investment | RIA | $4,750 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $708 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harmonia Holdings Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Blacksburg, VA
- Merrill Lynch - Fas — Schedule C compensation
- Merrill Lynch - Eps — Schedule C compensation
- The Capital Group Investment — Schedule C compensation
- John Hancock Usa — Schedule C compensation