How many benefit plans does Harris Freeman & Co., Inc. report on Form 5500?

Harris Freeman & Co., Inc. (EIN 95-3727699) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Harris Freeman & Co., Inc.?

The Employer Identification Number (EIN) reported for Harris Freeman & Co., Inc. is 95-3727699.

What is the latest Form 5500 filing year for Harris Freeman & Co., Inc.?

The latest loaded Form 5500 filing year for Harris Freeman & Co., Inc. is 2023.

Harris Freeman & Co., 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, Harris Freeman & Co., Inc. (EIN 95-3727699) is a plan sponsor located in Moorestown, NJ 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: 95-3727699
Location: Moorestown, NJ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,814,879
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,814,879

Contributions & income

Employer contributions: $475,415
Participant contributions: $1,786,113
Total income / additions: $7,036,906

Expenses & distributions

Benefits paid / distributions: $2,251,938
Total expenses: $2,296,187
Net increase / (decrease): $4,740,719

Coverage

Total reported participants: 763
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Harris Freeman & Co., Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Harris Freeman, Southern Tea 401(K) Profit Sharing Plan	001	273	$30,814,879	2023
Harris Freeman And Co., Inc. Employee Benefit Plan	501	490	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harris Freeman & Co., Inc.
Year	Plan	Participants	Schedules	Filing
2023	Harris Freeman And Co., Inc. Employee Benefit Plan	490	—	20240625094227NAL0004738755001
2023	Harris Freeman, Southern Tea 401(K) Profit Sharing Plan	273	H, C	20241011142029NAL0012585715001