Harley Ellis Devereaux Employees' Savings Plan — Form 5500 plan (Harley Ellis Devereaux Corporation)
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, Harley Ellis Devereaux Employees' Savings Plan is a benefit plan reported by Harley Ellis Devereaux Corporation under EIN 38-2645558 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $91,572,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harley Ellis Devereaux Corporation
- EIN
- 38-2645558
- Plan number
- 001
- Plan type
- 2
- Location
- Royal Oak, MI
- Latest filing year
- 2023
- Participants
- 658
- End-of-year plan assets
- $91,572,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 658 | H, C | 20240920182314NAL0016305458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,572,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,572,785
- Net assets (BOY)
- $77,452,048
Income & contributions
- Employer contributions
- $1,020,142
- Participant contributions
- $5,080,639
- Total contributions
- $6,642,439
- Total income / additions
- $22,560,444
Expenses & distributions
- Benefits paid
- $8,423,506
- Administrative expenses
- $16,201
- Total expenses
- $8,439,707
- Net increase / (decrease)
- $14,120,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,201 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$93,078 | $0 | 2023 |