Harmon City, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Harmon City, 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, Harmon City, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Harmon City, Inc. under EIN 87-0230875 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,950 participants and $83,475,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmon City, Inc.
- EIN
- 87-0230875
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley, UT
- Latest filing year
- 2023
- Participants
- 4,950
- End-of-year plan assets
- $83,475,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,950 | H, C | 20240930151237NAL0005710113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,475,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,475,013
- Net assets (BOY)
- $69,461,010
Income & contributions
- Employer contributions
- $2,088,042
- Participant contributions
- $7,641,070
- Total contributions
- $9,871,981
- Total income / additions
- $22,724,216
Expenses & distributions
- Benefits paid
- $8,315,282
- Administrative expenses
- $306,208
- Total expenses
- $8,710,213
- Net increase / (decrease)
- $14,014,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $204,411 | $0 | 2023 |
| Soltis Investment Advisors LLC | ADVISOR | $92,524 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,674 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harmon City, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley, UT
- Fidelity Investments Institutional — Schedule C compensation
- Soltis Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation