H.Y.B., Inc. Dba Harper'S Retirement Program — Form 5500 plan (H.Y.B., Inc. Dba Harper'S)
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, H.Y.B., Inc. Dba Harper'S Retirement Program is a benefit plan reported by H.Y.B., Inc. Dba Harper'S under EIN 62-1105945 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $8,611,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.Y.B., Inc. Dba Harper'S
- EIN
- 62-1105945
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $8,611,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20240911094223NAL0003553939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,611,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,611,602
- Net assets (BOY)
- $6,572,585
Income & contributions
- Employer contributions
- $185,599
- Participant contributions
- $1,124,004
- Total contributions
- $1,417,313
- Total income / additions
- $2,608,497
Expenses & distributions
- Benefits paid
- $488,761
- Administrative expenses
- $80,719
- Total expenses
- $569,480
- Net increase / (decrease)
- $2,039,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,414 | $0 | 2023 |
| Raymond James Financial Services In | INVESTMENT ADVISORY -PLA | $21,721 | not reported in the loaded dataset | 2023 |
| Erisa Services, Inc. | RECORDKEEPER | $14,129 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H.Y.B., Inc. Dba Harper'S
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Transamerica Life Insurance Company — Schedule C compensation
- Raymond James Financial Services In — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation