2023 Form 5500 filing — Harbor Linx, Inc. 401k 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 20241015121955NAL0049341648001) for Harbor Linx, Inc. 401k Plan, reported by Harbor Linx, Inc under EIN 27-1587216 and plan number 001. It reports 232 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)$35.2MReported net assets$35,168,041
Participants232
Provider compensation$61.3K2 Schedule C row(s)$61,290
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015121955NAL0049341648001
- Plan sponsor
- Harbor Linx, Inc
- EIN
- 27-1587216
- Plan number
- 001
- Location
- Alameda, CA
- Received date
- not reported in the loaded dataset
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)$35.2M total assets
Net assets$35.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,168,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,168,041
- Participant contributions
- $2,118,847
- Total income / additions
- $8,025,629
- Benefits paid
- $1,666,152
- Administrative expenses
- $61,287
- Total expenses
- $1,727,439
- Net increase / (decrease)
- $6,298,190
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,278 | $0 |
| Newport Trust Company | TRUSTEE | $16,012 | not reported in the loaded dataset |