Harmony Foundation, Inc. 401(K) Plan — Form 5500 plan (Harmony Foundation, 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, Harmony Foundation, Inc. 401(K) Plan is a benefit plan reported by Harmony Foundation, Inc. under EIN 84-0594732 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $2,272,019 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.3MPlan net assets, end of year$2,272,019
Participants165Covered participants reported
Assets / participant$13.8KComputed: assets ÷ participants$13,770 (computed)
Provider compensation$33.1K2 Schedule C provider row(s)$33,098
- Plan sponsor
- Harmony Foundation, Inc.
- EIN
- 84-0594732
- Plan number
- 001
- Plan type
- 2
- Location
- Estes Park, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241009111854NAL0018215121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,272,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,272,019
- Net assets (BOY)
- $2,240,527
Income & contributions
- Employer contributions
- $85,611
- Participant contributions
- $209,155
- Total contributions
- $294,766
- Total income / additions
- $655,532
Expenses & distributions
- Benefits paid
- $589,826
- Administrative expenses
- $34,214
- Total expenses
- $624,040
- Net increase / (decrease)
- $31,492
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets27%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brock And Company Cpas P.C. | AUDITOR | $17,950 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $15,148 | $0 | 2023 |