2023 Form 5500 filing — Harmon Law Offices, P.C. 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 20241001133319NAL0014165762001) for Harmon Law Offices, P.C. 401(K) Plan, reported by Harmon Law Offices, P.C. under EIN 04-3341419 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001133319NAL0014165762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmon Law Offices, P.C.
- EIN
- 04-3341419
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,547,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,547,625
- Participant contributions
- $229,522
- Total income / additions
- $1,555,202
- Benefits paid
- $260,156
- Administrative expenses
- $4,111
- Total expenses
- $272,054
- Net increase / (decrease)
- $1,283,148
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Angell Pension Group | TPA | $0 | $2,942 |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,290 |