H.T. Harvey & Associates 401(K) Plan — Form 5500 plan (Triple Hs, Incorporated)
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, H.T. Harvey & Associates 401(K) Plan is a benefit plan reported by Triple Hs, Incorporated under EIN 94-2204955 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $25,535,529 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.5MPlan net assets, end of year$25,535,529
Participants136Covered participants reported
Assets / participant$187.8KComputed: assets ÷ participants$187,761 (computed)
Provider compensation$73K4 Schedule C provider row(s)$73,034
- Plan sponsor
- Triple Hs, Incorporated
- EIN
- 94-2204955
- Plan number
- 001
- Plan type
- 2
- Location
- Los Gatos, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241010112713NAL0019989601001 |
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)$25.5M total assets
Net assets$25.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,535,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,535,529
- Net assets (BOY)
- $20,714,078
Income & contributions
- Employer contributions
- $336,699
- Participant contributions
- $1,121,260
- Total contributions
- $1,465,446
- Total income / additions
- $5,209,281
Expenses & distributions
- Benefits paid
- $309,775
- Administrative expenses
- $73,034
- Total expenses
- $387,830
- Net increase / (decrease)
- $4,821,451
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.
23%77%
Employer 23%Participant 77%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $24,876 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,737 | not reported in the loaded dataset | 2023 |
| The Liberty Company Insurance | CONSULTING | $15,828 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,593 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Triple Hs, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Gatos, CA
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Liberty Company Insurance — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation