Plan5500

Harmony Foundation, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Foundation, Inc. (EIN 84-0594732) is a plan sponsor located in Estes Park, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
84-0594732
Location
Estes Park, CO
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Harmony Foundation, Inc.

  • 1 loaded plans hold $2.3M in reported assets.
  • The largest, Harmony Foundation, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 165 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.3MSummed across loaded plans$2,272,019
Total reported assets$2.3M$2,272,019
Total reported participants165
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$85.6K
Participant contributions$209.2K
Total income / additions$655.5K
Expenses & distributions
Benefits paid / distributions$589.8K
Total expenses$624K
Net increase / (decrease)$31.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Harmony Foundation, Inc. 401(K) Plan
Participants per plan165Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Harmony Foundation, Inc. 401(K) Plan$2.3M
    Plan #001 · 165 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Harmony Foundation, Inc.. Open one for its full reported snapshot.

  1. 2023
    Harmony Foundation, Inc. 401(K) Plan165 participants · 2Sch HSch C
    View filing →

Related Form 5500 pages