Plan5500

Loch Harbour Group 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, Loch Harbour Group Inc (EIN 54-1761107) is a plan sponsor located in Fairfax, 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
54-1761107
Location
Fairfax, VA
Loaded plans
1
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 Loch Harbour Group Inc

  • 1 loaded plans hold $7.9M in reported assets.
  • The largest, Loch Harbour Group Inc 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 198 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,915,013
Total reported assets$7.9M$7,915,013
Total reported participants198
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities$0
Contributions & income
Employer contributions$120.3K
Participant contributions$648.1K
Total income / additions$3.2M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Loch Harbour Group Inc 401(K) Profit Sharing Plan & Trust
Participants per plan198Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Loch Harbour Group Inc 401(K) Profit Sharing Plan & Trust$7.9M
    Plan #001 · 198 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 Loch Harbour Group Inc. Open one for its full reported snapshot.

  1. 2023
    Loch Harbour Group Inc 401(K) Profit Sharing Plan & Trust198 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Loch Harbour Group Inc report on Form 5500?
Loch Harbour Group Inc (EIN 54-1761107) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Loch Harbour Group Inc?
The Employer Identification Number (EIN) reported for Loch Harbour Group Inc is 54-1761107.
What is the latest Form 5500 filing year for Loch Harbour Group Inc?
The latest loaded Form 5500 filing year for Loch Harbour Group Inc is 2023.

Related Form 5500 pages