Harbor Group Management Co. — 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, Harbor Group Management Co. (EIN 54-1329081) is a plan sponsor located in Norfolk, VA with 1 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
54-1329081
Location
Norfolk, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,343,147
Total reported liabilities (EOY)
$49,730
Total reported net assets (EOY)
$45,293,417

Contributions & income

Employer contributions
$2,174,861
Participant contributions
$5,506,414
Total income / additions
$14,577,983

Expenses & distributions

Benefits paid / distributions
$3,372,068
Total expenses
$3,713,821
Net increase / (decrease)
$10,864,162

Coverage

Total reported participants
2,956
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Harbor Group Management Co. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harbor Group Management Co. 401(K) Plan0011,600$45,343,1472023
Harbor Group Management Company Health And Welfare Plan5011,356not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harbor Group Management Co.
YearPlanParticipantsSchedulesFiling
2023Harbor Group Management Company Health And Welfare Plan1,35620241008155916NAL0008549523001
2023Harbor Group Management Co. 401(K) Plan1,600H, C20241014074925NAL0025674337001

Related Form 5500 pages