Harber-Laman Management Company 401(K) Plan — Form 5500 plan (Harber-Laman, LLC)
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, Harber-Laman Management Company 401(K) Plan is a benefit plan reported by Harber-Laman, LLC under EIN 62-1680379 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $3,984,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harber-Laman, LLC
- EIN
- 62-1680379
- Plan number
- 001
- Plan type
- 2
- Location
- Alamo, TN
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $3,984,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20241014152122NAL0054165682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,984,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,984,123
- Net assets (BOY)
- $3,787,315
Income & contributions
- Employer contributions
- $73,559
- Participant contributions
- $219,476
- Total contributions
- $293,035
- Total income / additions
- $785,846
Expenses & distributions
- Benefits paid
- $555,506
- Administrative expenses
- $33,532
- Total expenses
- $589,038
- Net increase / (decrease)
- $196,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $72,680 | $773 | 2023 |
| Kestra Investment Services, LLC | ADVISOR | $0 | $29,437 | 2023 |
| National Benefit Services, LLC | TPA | $11,101 | $4,007 | 2023 |
| Iron-Co-Fid Comprehensive | ADVISOR | $3,154 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harber-Laman, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Alamo, TN
- Nationwide — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Iron-Co-Fid Comprehensive — Schedule C compensation