2023 Form 5500 filing — H.Y.B., Inc. Dba Harper'S Retirement Program
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 20240911094223NAL0003553939001) for H.Y.B., Inc. Dba Harper'S Retirement Program, reported by H.Y.B., Inc. Dba Harper'S under EIN 62-1105945 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911094223NAL0003553939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.Y.B., Inc. Dba Harper'S
- EIN
- 62-1105945
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,611,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,611,602
- Employer contributions
- $185,599
- Participant contributions
- $1,124,004
- Total income / additions
- $2,608,497
- Benefits paid
- $488,761
- Administrative expenses
- $80,719
- Total expenses
- $569,480
- Net increase / (decrease)
- $2,039,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,414 | $0 |
| Raymond James Financial Services In | INVESTMENT ADVISORY -PLA | $21,721 | not reported in the loaded dataset |
| Erisa Services, Inc. | RECORDKEEPER | $14,129 | $0 |