2023 Form 5500 filing — Harvey Industries, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240817115747NAL0015959873001) for Harvey Industries, LLC 401(K) Plan, reported by Harvey Industries, LLC under EIN 04-2282465 and plan number 001. It reports 1,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240817115747NAL0015959873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvey Industries, LLC
- EIN
- 04-2282465
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 1,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,062,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,062,846
- Employer contributions
- $1,613,413
- Participant contributions
- $3,046,749
- Total income / additions
- $17,854,311
- Benefits paid
- $7,310,723
- Administrative expenses
- $299,862
- Total expenses
- $7,622,298
- Net increase / (decrease)
- $10,232,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $180,223 | $0 |
| Nepc LLC | NONE | $76,714 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | NONE | $22,375 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $20,550 | not reported in the loaded dataset |