Harkins Builders, Inc. Employee Stock Ownership Plan — Form 5500 plan (Harkins Builders, 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, Harkins Builders, Inc. Employee Stock Ownership Plan is a benefit plan reported by Harkins Builders, Inc. under EIN 52-1010362 and plan number 003. The latest loaded filing year is 2023. The filing reports 340 participants and $119,563,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harkins Builders, Inc.
- EIN
- 52-1010362
- Plan number
- 003
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $119,563,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20241011074330NAL0012265075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,563,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,563,423
- Net assets (BOY)
- $105,555,268
Income & contributions
- Total contributions
- $3,239,583
- Total income / additions
- $20,331,304
Expenses & distributions
- Benefits paid
- $6,179,716
- Administrative expenses
- $143,433
- Total expenses
- $6,323,149
- Net increase / (decrease)
- $14,008,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asset Strategy Consultants | NONE | $36,955 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies, LLC | NONE | $34,598 | not reported in the loaded dataset | 2023 |
| Gordon Feinblatt, LLC | NONE | $27,540 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Ellin & Tucker, Chartered | NONE | $18,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harkins Builders, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Asset Strategy Consultants — Schedule C compensation
- Transition Finance Strategies, LLC — Schedule C compensation
- Gordon Feinblatt, LLC — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Ellin & Tucker, Chartered — Schedule C compensation