Harvey Nash, Inc. 401(K) Plan — Form 5500 plan (Harvey Nash, 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, Harvey Nash, Inc. 401(K) Plan is a benefit plan reported by Harvey Nash, Inc. under EIN 94-3307138 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,089 participants and $29,001,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvey Nash, Inc.
- EIN
- 94-3307138
- Plan number
- 002
- Plan type
- 2
- Location
- Wayne, NJ
- Latest filing year
- 2023
- Participants
- 1,089
- End-of-year plan assets
- $29,001,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,089 | H, C | 20241007064023NAL0008695731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,001,711
- Total liabilities (EOY)
- $106,018
- Net assets (EOY)
- $28,895,693
- Net assets (BOY)
- $20,624,616
Income & contributions
- Employer contributions
- $979,800
- Participant contributions
- $4,247,342
- Total contributions
- $5,962,459
- Total income / additions
- $10,775,644
Expenses & distributions
- Benefits paid
- $2,381,894
- Administrative expenses
- $122,673
- Total expenses
- $2,504,567
- Net increase / (decrease)
- $8,271,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $76,860 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $45,853 | $0 | 2023 |
| Palmarella & Raab, Pc | LEGAL | $728 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harvey Nash, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Wayne, NJ
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Palmarella & Raab, Pc — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation