2023 Form 5500 filing — Harris Freeman, Southern Tea 401(K) Profit Sharing 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 20241011142029NAL0012585715001) for Harris Freeman, Southern Tea 401(K) Profit Sharing Plan, reported by Harris Freeman & Co., Inc. under EIN 95-3727699 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011142029NAL0012585715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harris Freeman & Co., Inc.
- EIN
- 95-3727699
- Plan number
- 001
- Location
- Moorestown, NJ
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,814,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,814,879
- Employer contributions
- $475,415
- Participant contributions
- $1,786,113
- Total income / additions
- $7,036,906
- Benefits paid
- $2,251,938
- Administrative expenses
- $44,268
- Total expenses
- $2,296,187
- Net increase / (decrease)
- $4,740,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,540 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $6,728 | not reported in the loaded dataset |