Plan5500

Harmony Foundation, Inc. 401(K) Plan — Form 5500 plan (Harmony Foundation, 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, Harmony Foundation, Inc. 401(K) Plan is a benefit plan reported by Harmony Foundation, Inc. under EIN 84-0594732 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $2,272,019 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,272,019
Participants165Covered participants reported
Assets / participant$13.8KComputed: assets ÷ participants$13,770 (computed)
Provider compensation$33.1K2 Schedule C provider row(s)$33,098
Plan sponsor
Harmony Foundation, Inc.
EIN
84-0594732
Plan number
001
Plan type
2
Location
Estes Park, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    165 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$655.5K
Total expenses$624K
Benefits paid / distributions$589.8K
Contributions
Employer$85.6K
Participant$209.2K
Full reported line items

Net assets

Total assets (EOY)
$2,272,019
Total liabilities (EOY)
$0
Net assets (EOY)
$2,272,019
Net assets (BOY)
$2,240,527

Income & contributions

Employer contributions
$85,611
Participant contributions
$209,155
Total contributions
$294,766
Total income / additions
$655,532

Expenses & distributions

Benefits paid
$589,826
Administrative expenses
$34,214
Total expenses
$624,040
Net increase / (decrease)
$31,492
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Brock And Company Cpas P.C.$17.9K
    AUDITOR · Direct $17.9K
  2. 2
    Newport Group, Inc.$15.1K
    RECORDKEEPER · Direct $15.1K · Indirect $0

Related Form 5500 pages