Harsip & Stuart, P.C. 401(K) Plan — Form 5500 plan (Harsip & Stuart, P.C.)
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, Harsip & Stuart, P.C. 401(K) Plan is a benefit plan reported by Harsip & Stuart, P.C. under EIN 27-3939711 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $710,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harsip & Stuart, P.C.
- EIN
- 27-3939711
- Plan number
- 001
- Plan type
- 2
- Location
- Acton, MA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $710,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240619073243NAL0002275539001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $710,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $710,165
- Net assets (BOY)
- $571,461
Income & contributions
- Employer contributions
- $1,856
- Participant contributions
- $24,356
- Total income / additions
- $138,704
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $138,704
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.