2023 Form 5500 filing — Harbor 403(B) 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 20241007083344NAL0015824433001) for Harbor 403(B) Plan, reported by Harbor, Inc. under EIN 34-4434924 and plan number 001. It reports 631 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)$19.2MReported net assets$19,210,362

Participants631

Provider compensation$104K2 Schedule C row(s)$104,037

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007083344NAL0015824433001
Plan sponsor: Harbor, Inc.
EIN: 34-4434924
Plan number: 001
Location: Toledo, OH
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)$19.2M total assets

Net assets$19.2MLiabilities$0

Money in vs. money out

Total income / additions$4.4M

Total expenses$2M

Benefits paid / distributions$1.9M

Contributions

Employer$602.8K

Participant$960.2K

Full reported line items

Total assets (EOY): $19,210,362
Total liabilities (EOY): $0
Net assets (EOY): $19,210,362
Employer contributions: $602,827
Participant contributions: $960,196
Total income / additions: $4,445,827
Benefits paid: $1,934,243
Administrative expenses: $73,842
Total expenses: $2,008,085
Net increase / (decrease): $2,437,742

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$73.8K
CONTRACT ADMINISTRATOR · Direct $73.8K · Indirect $0
2
Sageview Advisory Group, LLC$30.2K
INVESTMENT ADVISORY · Direct $0 · Indirect $30.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007083344NAL0015824433001 cover?: It is the 2023 Form 5500 filing for Harbor 403(B) Plan, reported by Harbor, Inc. (EIN 34-4434924).
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).