2023 Form 5500 filing — Harding Mazzotti, Llp 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 20241015125613NAL0016436691001) for Harding Mazzotti, Llp Profit Sharing Plan, reported by Harding Mazzotti, Llp under EIN 14-1773128 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125613NAL0016436691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harding Mazzotti, Llp
- EIN
- 14-1773128
- Plan number
- 002
- Location
- Albany, NY
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,522,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,522,069
- Employer contributions
- $1,212,913
- Participant contributions
- $911,345
- Total income / additions
- $6,913,255
- Benefits paid
- $1,215,251
- Administrative expenses
- $5,371
- Total expenses
- $1,220,622
- Net increase / (decrease)
- $5,692,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISORY | $0 | $50,099 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $2,050 | $6,488 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,348 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |