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, A.Harold & Associates, LLC. is a benefit plan reported by A. Harold & Associates, LLC under EIN 16-1659371 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $8,012,383 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,012,383
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,012,383
- Net assets (BOY)
- $7,205,277
Income & contributions
- Employer contributions
- $206,842
- Participant contributions
- $607,608
- Total contributions
- $814,450
- Total income / additions
- $2,387,037
Expenses & distributions
- Benefits paid
- $1,551,895
- Administrative expenses
- $28,036
- Total expenses
- $1,579,931
- Net increase / (decrease)
- $807,106