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, Harvard Integrations 401(K) Plan is a benefit plan reported by Harvard Integrations, Lp under EIN 47-3627205 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $7,806,723 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,806,723
- Total liabilities (EOY)
- $1,556
- Net assets (EOY)
- $7,805,167
- Net assets (BOY)
- $6,274,938
Income & contributions
- Employer contributions
- $433,448
- Participant contributions
- $734,105
- Total contributions
- $1,215,730
- Total income / additions
- $2,223,604
Expenses & distributions
- Benefits paid
- $683,594
- Administrative expenses
- $9,781
- Total expenses
- $693,375
- Net increase / (decrease)
- $1,530,229