2023 Form 5500 filing — Harbor Group Inc. 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 20240928164415NAL0003792913001) for Harbor Group Inc. 401(K) Plan, reported by Harbor Group Inc. under EIN 42-1492435 and plan number 001. It reports 1,523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928164415NAL0003792913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Group Inc.
- EIN
- 42-1492435
- Plan number
- 001
- Location
- Sioux Center, IA
- Participants
- 1,523
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,234,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,234,425
- Employer contributions
- $2,899,593
- Participant contributions
- $9,975,919
- Total income / additions
- $29,184,662
- Benefits paid
- $7,335,117
- Administrative expenses
- $175,198
- Total expenses
- $7,510,315
- Net increase / (decrease)
- $21,674,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $120,586 | $0 |
| Ubs Financial | NONE | $53,915 | not reported in the loaded dataset |