2023 Form 5500 filing — H.T. Harvey & Associates 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 20241010112713NAL0019989601001) for H.T. Harvey & Associates 401(K) Plan, reported by Triple Hs, Incorporated under EIN 94-2204955 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.5MReported net assets$25,535,529
Participants136
Provider compensation$73K4 Schedule C row(s)$73,034
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010112713NAL0019989601001
- Plan sponsor
- Triple Hs, Incorporated
- EIN
- 94-2204955
- Plan number
- 001
- Location
- Los Gatos, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.5M total assets
Net assets$25.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,535,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,535,529
- Employer contributions
- $336,699
- Participant contributions
- $1,121,260
- Total income / additions
- $5,209,281
- Benefits paid
- $309,775
- Administrative expenses
- $73,034
- Total expenses
- $387,830
- Net increase / (decrease)
- $4,821,451
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $24,876 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,737 | not reported in the loaded dataset |
| The Liberty Company Insurance | CONSULTING | $15,828 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,593 | $0 |