Harmelin & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Harmelin And Associates, 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, Harmelin & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Harmelin And Associates, Inc. under EIN 23-2222601 and plan number 004. The latest loaded filing year is 2023. The filing reports 38 participants and $16,772,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmelin And Associates, Inc.
- EIN
- 23-2222601
- Plan number
- 004
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $16,772,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240917102511NAL0003829728001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,772,518
- Net assets (EOY)
- $16,772,518
- Net assets (BOY)
- $16,394,791
Income & contributions
- Total income / additions
- $377,727
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $377,727
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.