Harold K. Jordan & Co., Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Harold K. Jordan & Co. 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, Harold K. Jordan & Co., Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Harold K. Jordan & Co. Inc. under EIN 52-1646830 and plan number 001. The latest loaded filing year is 2023. The filing reports 52 participants and $5,644,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harold K. Jordan & Co. Inc.
- EIN
- 52-1646830
- Plan number
- 001
- Plan type
- 2
- Location
- Apex, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52 | I | 20240710111337NAL0030046034001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,644,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,644,492
- Net assets (BOY)
- $4,484,891
Income & contributions
- Employer contributions
- $254,978
- Participant contributions
- $435,880
- Total income / additions
- $1,344,748
Expenses & distributions
- Benefits paid
- $143,556
- Administrative expenses
- $24,303
- Total expenses
- $185,147
- Net increase / (decrease)
- $1,159,601
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.