Harris Group Deferred Income Plan And Trust — Form 5500 plan (Harris Group 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, Harris Group Deferred Income Plan And Trust is a benefit plan reported by Harris Group Inc. under EIN 91-0931646 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $26,371,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harris Group Inc.
- EIN
- 91-0931646
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $26,371,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240927154410NAL0004010144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,371,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,371,122
- Net assets (BOY)
- $23,627,257
Income & contributions
- Employer contributions
- $203,568
- Participant contributions
- $1,080,315
- Total contributions
- $1,391,142
- Total income / additions
- $5,216,150
Expenses & distributions
- Benefits paid
- $2,412,834
- Administrative expenses
- $59,451
- Total expenses
- $2,472,285
- Net increase / (decrease)
- $2,743,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services, Inc. | NONE | $26,261 | $0 | 2023 |
| Pacific Portfolio Consulting, Lp | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $9,190 | $0 | 2023 |