Harrison French & Associates, Ltd. 401(K) Plan — Form 5500 plan (Harrison French & Associates, Ltd.)
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, Harrison French & Associates, Ltd. 401(K) Plan is a benefit plan reported by Harrison French & Associates, Ltd. under EIN 71-0832443 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $23,904,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrison French & Associates, Ltd.
- EIN
- 71-0832443
- Plan number
- 001
- Plan type
- 2
- Location
- Bentonville, AR
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $23,904,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20250320153121NAL0013425986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,904,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,904,901
- Net assets (BOY)
- $18,125,621
Income & contributions
- Employer contributions
- $834,006
- Participant contributions
- $2,093,318
- Total contributions
- $3,101,181
- Total income / additions
- $6,723,164
Expenses & distributions
- Benefits paid
- $926,533
- Administrative expenses
- $12,684
- Total expenses
- $943,884
- Net increase / (decrease)
- $5,779,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $46,677 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,299 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harrison French & Associates, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Bentonville, AR
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation