Harmony Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Harmony Bank
  • Sponsor EIN: 202160647
  • Sponsor Address: 4161 MCKINNEY AVE, DALLAS, TX, 75204
  • Plan Type: 401(k)
  • Total Participants: 89
  • Total Assets: $6.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202489$6.1M$291,376$415,188
2023109$5.6M$218,699$302,837
202241$3.0M$154,109$209,131

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