Harrell'S 401(K) & Profit Sharing Plan — Form 5500 plan (Harrell'S, 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, Harrell'S 401(K) & Profit Sharing Plan is a benefit plan reported by Harrell'S, LLC under EIN 26-1595082 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $56,047,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harrell'S, LLC
EIN
26-1595082
Plan number
001
Plan type
2
Location
Lakeland, FL
Latest filing year
2023
Participants
494
End-of-year plan assets
$56,047,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023494H, C20240710090100NAL0014648673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,047,299
Total liabilities (EOY)
$0
Net assets (EOY)
$56,047,299
Net assets (BOY)
$47,114,024

Income & contributions

Employer contributions
$1,021,898
Participant contributions
$3,680,454
Total contributions
$5,334,063
Total income / additions
$12,562,694

Expenses & distributions

Benefits paid
$3,617,914
Administrative expenses
$11,505
Total expenses
$3,629,419
Net increase / (decrease)
$8,933,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Ridge Esop AssociatesCONTRACT ADMIN$9,590not reported in the loaded dataset2023
Keybank National AssociationCUSTODIAN$0$6,7552023
Capital Group Retirement Plan ServiRECORDKEEPER$5,240$02023

Related Form 5500 pages