2023 Form 5500 filing — E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k 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 20250304135634NAL0003643171001) for E. J. Harrison & Sons, Inc. & Affiliated Employers Profit Sharing 401k Plan, reported by E.J.Harrison & Sons, Inc. under EIN 95-2492197 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304135634NAL0003643171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.J.Harrison & Sons, Inc.
- EIN
- 95-2492197
- Plan number
- 002
- Location
- Ventura, CA
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,970,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,970,908
- Employer contributions
- $966,460
- Participant contributions
- $1,101,395
- Total income / additions
- $8,747,427
- Benefits paid
- $2,982,154
- Administrative expenses
- $131,409
- Total expenses
- $3,113,563
- Net increase / (decrease)
- $5,633,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $70,067 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $26,976 | not reported in the loaded dataset |
| Actarial Benefits Corp | CONTRACT ADMIN | $14,706 | not reported in the loaded dataset |