Harper Industries, Inc. 401(K) Plan — Form 5500 plan (Harper Industries, 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, Harper Industries, Inc. 401(K) Plan is a benefit plan reported by Harper Industries, Inc. under EIN 48-1201370 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $10,692,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harper Industries, Inc.
EIN
48-1201370
Plan number
001
Plan type
2
Location
Harper, KS
Latest filing year
2023
Participants
167
End-of-year plan assets
$10,692,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241015133529NAL0016503187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,692,829
Total liabilities (EOY)
$0
Net assets (EOY)
$10,692,829
Net assets (BOY)
$9,439,982

Income & contributions

Employer contributions
$221,747
Participant contributions
$634,365
Total contributions
$856,112
Total income / additions
$2,242,251

Expenses & distributions

Benefits paid
$972,931
Administrative expenses
$16,473
Total expenses
$989,404
Net increase / (decrease)
$1,252,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everence Trust CompanyINVESTMENT ADVISORY$0$19,2422023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$16,473$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages