Harder Mechanical Contractors Retirement Plan — Form 5500 plan (Harder Mechanical Contractors, 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, Harder Mechanical Contractors Retirement Plan is a benefit plan reported by Harder Mechanical Contractors, Inc. under EIN 93-0525328 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $90,478,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harder Mechanical Contractors, Inc.
- EIN
- 93-0525328
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $90,478,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20241015163136NAL0030350721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,478,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,478,664
- Net assets (BOY)
- $67,533,283
Income & contributions
- Employer contributions
- $5,510,881
- Participant contributions
- $3,079,358
- Total contributions
- $9,286,226
- Total income / additions
- $26,081,185
Expenses & distributions
- Benefits paid
- $2,990,268
- Administrative expenses
- $136,230
- Total expenses
- $3,135,804
- Net increase / (decrease)
- $22,945,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nwps | NONE | $47,580 | not reported in the loaded dataset | 2023 |
| Stoker Ostler Wealth Advisors | NONE | $26,281 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $21,741 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $18,761 | $0 | 2023 |
| Sloy Dahl & Holst LLC | NONE | $17,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harder Mechanical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Nwps — Schedule C compensation
- Stoker Ostler Wealth Advisors — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Sloy Dahl & Holst LLC — Schedule C compensation