Harmelin & Associates 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Harmelin & Associates)
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, Harmelin & Associates 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Harmelin & Associates under EIN 23-2222601 and plan number 003. The latest loaded filing year is 2023. The filing reports 265 participants and $29,763,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmelin & Associates
- EIN
- 23-2222601
- Plan number
- 003
- Plan type
- 2
- Location
- Villanova, PA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $29,763,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241010120746NAL0020039393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,763,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,763,631
- Net assets (BOY)
- $24,979,576
Income & contributions
- Employer contributions
- $723,532
- Participant contributions
- $2,013,497
- Total contributions
- $2,834,017
- Total income / additions
- $6,078,498
Expenses & distributions
- Benefits paid
- $1,218,393
- Administrative expenses
- $76,050
- Total expenses
- $1,294,443
- Net increase / (decrease)
- $4,784,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advisornet Financial | ADVISOR | $47,707 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $20,948 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,795 | not reported in the loaded dataset | 2023 |