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 Freeman, Southern Tea 401(K) Profit Sharing Plan is a benefit plan reported by Harris Freeman & Co., Inc. under EIN 95-3727699 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $30,814,879 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,814,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,814,879
- Net assets (BOY)
- $18,413,559
Income & contributions
- Employer contributions
- $475,415
- Participant contributions
- $1,786,113
- Total contributions
- $2,386,952
- Total income / additions
- $7,036,906
Expenses & distributions
- Benefits paid
- $2,251,938
- Administrative expenses
- $44,268
- Total expenses
- $2,296,187
- Net increase / (decrease)
- $4,740,719