Harc, Inc. Union Employees 401(K) Plan — Form 5500 plan (Harc, Inc.)
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, Harc, Inc. Union Employees 401(K) Plan is a benefit plan reported by Harc, Inc. under EIN 06-0710289 and plan number 003. The latest loaded filing year is 2023. The filing reports 346 participants and $9,327,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harc, Inc.
- EIN
- 06-0710289
- Plan number
- 003
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $9,327,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20250414111344NAL0003279410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,327,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,327,253
- Net assets (BOY)
- $7,597,358
Income & contributions
- Employer contributions
- $1,098,862
- Participant contributions
- $480,943
- Total contributions
- $1,631,331
- Total income / additions
- $2,753,810
Expenses & distributions
- Benefits paid
- $931,859
- Administrative expenses
- $64,473
- Total expenses
- $1,023,915
- Net increase / (decrease)
- $1,729,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $41,215 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $17,257 | $0 | 2023 |
| Fiondella, Milone & Lasaracina Llp | ACCOUNTANT | $6,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harc, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Fiondella, Milone & Lasaracina Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation