Harvey Industries, LLC 401(K) Plan — Form 5500 plan (Harvey Industries, LLC)
Plain-English plan 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, Harvey Industries, LLC 401(K) Plan is a benefit plan reported by Harvey Industries, LLC under EIN 04-2282465 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,249 participants and $89,062,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harvey Industries, LLC
- EIN
- 04-2282465
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 1,249
- End-of-year plan assets
- $89,062,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,249 | H, C | 20240817115747NAL0015959873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,062,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,062,846
- Net assets (BOY)
- $78,830,833
Income & contributions
- Employer contributions
- $1,613,413
- Participant contributions
- $3,046,749
- Total contributions
- $4,707,084
- Total income / additions
- $17,854,311
Expenses & distributions
- Benefits paid
- $7,310,723
- Administrative expenses
- $299,862
- Total expenses
- $7,622,298
- Net increase / (decrease)
- $10,232,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $180,223 | $0 | 2023 |
| Nepc LLC | NONE | $76,714 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | NONE | $22,375 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $20,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harvey Industries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nepc LLC — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation