Plan5500

E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k Plan — Form 5500 plan (E.J.Harrison & Sons, 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, E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k Plan is a benefit plan reported by E.J.Harrison & Sons, Inc. under EIN 95-2492197 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $42,970,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.J.Harrison & Sons, Inc.
EIN
95-2492197
Plan number
002
Plan type
2
Location
Ventura, CA
Latest filing year
2023
Participants
301
End-of-year plan assets
$42,970,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023301H, C20250304135634NAL0003643171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,970,908
Total liabilities (EOY)
$0
Net assets (EOY)
$42,970,908
Net assets (BOY)
$37,337,044

Income & contributions

Employer contributions
$966,460
Participant contributions
$1,101,395
Total contributions
$2,073,306
Total income / additions
$8,747,427

Expenses & distributions

Benefits paid
$2,982,154
Administrative expenses
$131,409
Total expenses
$3,113,563
Net increase / (decrease)
$5,633,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$70,067not reported in the loaded dataset2023
John HancockRECORDKEEPER$26,976not reported in the loaded dataset2023
Actarial Benefits CorpCONTRACT ADMIN$14,706not reported in the loaded dataset2023

Related Form 5500 pages