2023 Form 5500 filing — Harmonic Inc. 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 20241015074120NAL0055098194001) for Harmonic Inc. 401(K) Plan, reported by Harmonic Inc. under EIN 77-0201147 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074120NAL0055098194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harmonic Inc.
- EIN
- 77-0201147
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $138,717,764
- Net assets (EOY)
- $138,717,764
- Employer contributions
- $287,327
- Participant contributions
- $5,860,621
- Total income / additions
- $34,006,925
- Benefits paid
- $11,181,594
- Administrative expenses
- $38,382
- Total expenses
- $11,219,976
- Net increase / (decrease)
- $22,786,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $28,439 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | NONE | $5,029 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $637 | $0 |