The Harvest Group, LLC 401(K) Plan — Form 5500 plan (The Harvest Group, 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, The Harvest Group, LLC 401(K) Plan is a benefit plan reported by The Harvest Group, LLC. under EIN 20-5649166 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $22,930,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Harvest Group, LLC.
EIN
20-5649166
Plan number
001
Plan type
2
Location
Rogers, AR
Latest filing year
2023
Participants
253
End-of-year plan assets
$22,930,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20241015141123NAL0049828720001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,930,972
Total liabilities (EOY)
$0
Net assets (EOY)
$22,930,972
Net assets (BOY)
$15,368,611

Income & contributions

Employer contributions
$1,564,846
Participant contributions
$2,319,501
Total contributions
$4,751,696
Total income / additions
$8,099,198

Expenses & distributions

Benefits paid
$522,869
Administrative expenses
$13,968
Total expenses
$536,837
Net increase / (decrease)
$7,562,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aptus FinancialNONE$12,663not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$1,305$02023

Related Form 5500 pages