Harness Roofing, Inc. Retirement Plan Trust — Form 5500 plan (Harness Roofing, 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, Harness Roofing, Inc. Retirement Plan Trust is a benefit plan reported by Harness Roofing, Inc. under EIN 71-0654212 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $13,088,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harness Roofing, Inc.
EIN
71-0654212
Plan number
001
Plan type
2
Location
Harrison, AR
Latest filing year
2023
Participants
236
End-of-year plan assets
$13,088,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20240729232334NAL0030893248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,088,862
Total liabilities (EOY)
$0
Net assets (EOY)
$13,088,862
Net assets (BOY)
$11,120,422

Income & contributions

Employer contributions
$1,336,812
Participant contributions
$586,242
Total contributions
$1,923,054
Total income / additions
$3,357,823

Expenses & distributions

Benefits paid
$1,322,074
Administrative expenses
$65,116
Total expenses
$1,389,383
Net increase / (decrease)
$1,968,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,231$02023
Prime Capital Investment AdvisorsADVISOR$27,885not reported in the loaded dataset2023

Related Form 5500 pages