Harmonic Inc. 401(K) Plan — Form 5500 plan (Harmonic 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, Harmonic Inc. 401(K) Plan is a benefit plan reported by Harmonic Inc. under EIN 77-0201147 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $138,717,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmonic Inc.
- EIN
- 77-0201147
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $138,717,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20241015074120NAL0055098194001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,717,764
- Net assets (EOY)
- $138,717,764
- Net assets (BOY)
- $115,930,815
Income & contributions
- Employer contributions
- $287,327
- Participant contributions
- $5,860,621
- Total contributions
- $8,797,919
- Total income / additions
- $34,006,925
Expenses & distributions
- Benefits paid
- $11,181,594
- Administrative expenses
- $38,382
- Total expenses
- $11,219,976
- Net increase / (decrease)
- $22,786,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $28,439 | not reported in the loaded dataset | 2023 |
| Steelpeak Wealth LLC | NONE | $5,029 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $637 | $0 | 2023 |