Plan5500

Harry Winston, Inc. Employees' Retirement Plan — Form 5500 plan (Harry Winston, 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, Harry Winston, Inc. Employees' Retirement Plan is a benefit plan reported by Harry Winston, Inc. under EIN 13-1479270 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $7,045,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harry Winston, Inc.
EIN
13-1479270
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
256
End-of-year plan assets
$7,045,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241004130122NAL0005714083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,045,079
Total liabilities (EOY)
$0
Net assets (EOY)
$7,045,079
Net assets (BOY)
$6,925,576

Income & contributions

Employer contributions
$147,744
Total contributions
$147,744
Total income / additions
$982,796

Expenses & distributions

Benefits paid
$812,221
Administrative expenses
$51,072
Total expenses
$863,293
Net increase / (decrease)
$119,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors, LLCNONE$39,612not reported in the loaded dataset2023
PenchecksNONE$11,580not reported in the loaded dataset2023

Related Form 5500 pages