2023 Form 5500 filing — Harbor Health Team 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925141250NAL0008395235001) for Harbor Health Team 401(K) Plan, reported by The Harbor Health Team, Inc. under EIN 87-4283376 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,137,155
Participants2
Provider compensation$751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925141250NAL0008395235001
Plan sponsor
The Harbor Health Team, Inc.
EIN
87-4283376
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$4.3K
Benefits paid / distributions$4.2K
Contributions
EmployerNot reported
Participant$366K
Full reported line items
Total assets (EOY)
$1,137,155
Total liabilities (EOY)
$0
Net assets (EOY)
$1,137,155
Participant contributions
$365,992
Total income / additions
$1,141,449
Benefits paid
$4,219
Administrative expenses
$75
Total expenses
$4,294
Net increase / (decrease)
$1,137,155
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $75 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925141250NAL0008395235001 cover?
It is the 2023 Form 5500 filing for Harbor Health Team 401(K) Plan, reported by The Harbor Health Team, Inc. (EIN 87-4283376).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages