Harwood Lloyd Profit Sharing/401(K) Plan — Form 5500 plan (Harwood Lloyd, 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, Harwood Lloyd Profit Sharing/401(K) Plan is a benefit plan reported by Harwood Lloyd, LLC under EIN 22-1969658 and plan number 001. The latest loaded filing year is 2023. The filing reports 99 participants and $30,962,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harwood Lloyd, LLC
- EIN
- 22-1969658
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 99
- End-of-year plan assets
- $30,962,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99 | I | 20240823105220NAL0006266017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $30,962,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,962,672
- Net assets (BOY)
- $28,576,640
Income & contributions
- Employer contributions
- $124,787
- Participant contributions
- $761,888
- Total income / additions
- $7,166,489
Expenses & distributions
- Benefits paid
- $4,768,785
- Administrative expenses
- $11,672
- Total expenses
- $4,780,457
- Net increase / (decrease)
- $2,386,032
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.