2023 Form 5500 filing — Harmonia Holdings Group, 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 20241001143801NAL0003380675001) for Harmonia Holdings Group, LLC 401(K) Plan, reported by Harmonia Holdings Group, LLC under EIN 43-2103421 and plan number 001. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001143801NAL0003380675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmonia Holdings Group, LLC
- EIN
- 43-2103421
- Plan number
- 001
- Location
- Blacksburg, VA
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,076,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,076,256
- Employer contributions
- $1,224,148
- Participant contributions
- $2,705,375
- Total income / additions
- $8,201,356
- Benefits paid
- $2,585,774
- Administrative expenses
- $140,770
- Total expenses
- $2,728,636
- Net increase / (decrease)
- $5,472,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Fas | RIA | $34,590 | not reported in the loaded dataset |
| Merrill Lynch - Eps | RIA | $23,060 | not reported in the loaded dataset |
| The Capital Group Investment | RIA | $4,750 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $708 | not reported in the loaded dataset |