2023 Form 5500 filing — Harvard Integrations 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 20241011182251NAL0012845987001) for Harvard Integrations 401(K) Plan, reported by Harvard Integrations, Lp under EIN 47-3627205 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011182251NAL0012845987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvard Integrations, Lp
- EIN
- 47-3627205
- Plan number
- 002
- Location
- Tea, SD
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,806,723
- Total liabilities (EOY)
- $1,556
- Net assets (EOY)
- $7,805,167
- Employer contributions
- $433,448
- Participant contributions
- $734,105
- Total income / additions
- $2,223,604
- Benefits paid
- $683,594
- Administrative expenses
- $9,781
- Total expenses
- $693,375
- Net increase / (decrease)
- $1,530,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $5,563 | not reported in the loaded dataset |