Harnish Group Inc. Retirement Plan — Form 5500 plan (Harnish Group, 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, Harnish Group Inc. Retirement Plan is a benefit plan reported by Harnish Group, Inc. under EIN 91-1978007 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,467 participants and $226,382,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harnish Group, Inc.
- EIN
- 91-1978007
- Plan number
- 001
- Plan type
- 2
- Location
- Tukwila, WA
- Latest filing year
- 2023
- Participants
- 1,467
- End-of-year plan assets
- $226,382,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,467 | H, C | 20240730101752NAL0013272339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $226,382,765
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $226,382,765
- Net assets (BOY)
- $198,356,989
Income & contributions
- Employer contributions
- $9,548,625
- Participant contributions
- $8,156,465
- Total contributions
- $18,215,412
- Total income / additions
- $56,625,837
Expenses & distributions
- Benefits paid
- $28,248,578
- Administrative expenses
- $302,865
- Total expenses
- $28,600,061
- Net increase / (decrease)
- $28,025,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | NONE | $124,030 | $0 | 2023 |
| First Interstate Wealth Management | NONE | $118,408 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $55,146 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $4,680 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | NONE | $1,909 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $647 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harnish Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tukwila, WA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- First Interstate Wealth Management — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation