Plan5500

Harte Hanks Investment Plus — Form 5500 plan (Harte-Hanks, 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, Harte Hanks Investment Plus is a benefit plan reported by Harte-Hanks, Inc. under EIN 74-1677284 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,733 participants and $143,240,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harte-Hanks, Inc.
EIN
74-1677284
Plan number
005
Plan type
2
Location
Chelmsford, MA
Latest filing year
2023
Participants
1,733
End-of-year plan assets
$143,240,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,733H, C20241003115943NAL0017606976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$143,240,388
Total liabilities (EOY)
$40,539
Net assets (EOY)
$143,199,849
Net assets (BOY)
$134,183,290

Income & contributions

Employer contributions
$1,219,451
Participant contributions
$2,338,432
Total contributions
$3,794,596
Total income / additions
$31,340,172

Expenses & distributions

Benefits paid
$22,274,621
Administrative expenses
$27,116
Total expenses
$22,323,613
Net increase / (decrease)
$9,016,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$27,091$02023

Related Form 5500 pages