2023 Form 5500 filing — Harbisonwalker International Retirement Trust
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 20241015075445NAL0055134386001) for Harbisonwalker International Retirement Trust, reported by Harbisonwalker International, Inc. under EIN 43-1680037 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075445NAL0055134386001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Harbisonwalker International, Inc.
- EIN
- 43-1680037
- Plan number
- 100
- Location
- Moon Township, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,612,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $293,612,234
- Total income / additions
- $35,023,956
- Benefits paid
- $0
- Administrative expenses
- $1,138,684
- Total expenses
- $1,138,684
- Net increase / (decrease)
- $33,885,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | NONE | $969,476 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $169,208 | not reported in the loaded dataset |