2023 Form 5500 filing — Harper Industries, 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 20241015133529NAL0016503187001) for Harper Industries, Inc. 401(K) Plan, reported by Harper Industries, Inc. under EIN 48-1201370 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133529NAL0016503187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harper Industries, Inc.
- EIN
- 48-1201370
- Plan number
- 001
- Location
- Harper, KS
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,692,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,692,829
- Employer contributions
- $221,747
- Participant contributions
- $634,365
- Total income / additions
- $2,242,251
- Benefits paid
- $972,931
- Administrative expenses
- $16,473
- Total expenses
- $989,404
- Net increase / (decrease)
- $1,252,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everence Trust Company | INVESTMENT ADVISORY | $0 | $19,242 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $16,473 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |