2023 Form 5500 filing — Harder Mechanical Contractors Retirement 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 20241015163136NAL0030350721001) for Harder Mechanical Contractors Retirement Plan, reported by Harder Mechanical Contractors, Inc. under EIN 93-0525328 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163136NAL0030350721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harder Mechanical Contractors, Inc.
- EIN
- 93-0525328
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,478,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,478,664
- Employer contributions
- $5,510,881
- Participant contributions
- $3,079,358
- Total income / additions
- $26,081,185
- Benefits paid
- $2,990,268
- Administrative expenses
- $136,230
- Total expenses
- $3,135,804
- Net increase / (decrease)
- $22,945,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $47,580 | not reported in the loaded dataset |
| Stoker Ostler Wealth Advisors | NONE | $26,281 | not reported in the loaded dataset |
| Fisher Investments | NONE | $21,741 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $18,761 | $0 |
| Sloy Dahl & Holst LLC | NONE | $17,700 | not reported in the loaded dataset |