Harvard Integrations 401(K) Plan — Form 5500 plan (Harvard Integrations, Lp)

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, Harvard Integrations 401(K) Plan is a benefit plan reported by Harvard Integrations, Lp under EIN 47-3627205 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $7,806,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harvard Integrations, Lp
EIN
47-3627205
Plan number
002
Plan type
2
Location
Tea, SD
Latest filing year
2023
Participants
173
End-of-year plan assets
$7,806,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241011182251NAL0012845987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,806,723
Total liabilities (EOY)
$1,556
Net assets (EOY)
$7,805,167
Net assets (BOY)
$6,274,938

Income & contributions

Employer contributions
$433,448
Participant contributions
$734,105
Total contributions
$1,215,730
Total income / additions
$2,223,604

Expenses & distributions

Benefits paid
$683,594
Administrative expenses
$9,781
Total expenses
$693,375
Net increase / (decrease)
$1,530,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$5,563not reported in the loaded dataset2023

Related Form 5500 pages