Plan5500

Ithaka Harbors, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ithaka Harbors, Inc. (EIN 13-3857105) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3857105
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Ithaka Harbors, Inc.

  • 2 loaded plans hold $143M in reported assets.
  • The largest, Ithaka Harbors, Inc. 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,150 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$143MSummed across loaded plans$142,990,326
Total reported assets$143M$142,990,326
Total reported participants1.1K1,150
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$143M total assets
Net assets$143MLiabilities$0
Contributions & income
Employer contributions$4.6M
Participant contributions$3.3M
Total income / additions$28.3M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.8M
Net increase / (decrease)$25.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ithaka Harbors, Inc. 403(B) Retirement Plan
Participants per plan575Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ithaka Harbors, Inc. 403(B) Retirement Plan$143M
    Plan #001 · 767 participants · 2023
  2. 2
    The Welfare Plan Of Ithaka Harbors, Inc.not reported in the loaded dataset
    Plan #501 · 383 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ithaka Harbors, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Welfare Plan Of Ithaka Harbors, Inc.383 participants · 2No schedules
    View filing →
  2. 2023
    Ithaka Harbors, Inc. 403(B) Retirement Plan767 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ithaka Harbors, Inc. report on Form 5500?
Ithaka Harbors, Inc. (EIN 13-3857105) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ithaka Harbors, Inc.?
The Employer Identification Number (EIN) reported for Ithaka Harbors, Inc. is 13-3857105.
What is the latest Form 5500 filing year for Ithaka Harbors, Inc.?
The latest loaded Form 5500 filing year for Ithaka Harbors, Inc. is 2023.

Related Form 5500 pages