Harmony Home Health Services 401k Plan — Form 5500 plan (Harmony Home Health Services 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, Harmony Home Health Services 401k Plan is a benefit plan reported by Harmony Home Health Services LLC under EIN 84-1396314 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $4,281,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmony Home Health Services LLC
- EIN
- 84-1396314
- Plan number
- 001
- Plan type
- 2
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $4,281,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241015114426NAL0028233025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,281,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,281,297
- Net assets (BOY)
- $3,823,247
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $180,931
- Total contributions
- $180,931
- Total income / additions
- $751,683
Expenses & distributions
- Benefits paid
- $273,317
- Administrative expenses
- $20,316
- Total expenses
- $293,633
- Net increase / (decrease)
- $458,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Netwo | NONE | $19,508 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,183 | $5,544 | 2023 |