Plain-English plan 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, Harborone Mortgage, LLC Retirement Plan is a benefit plan reported by Harborone Mortgage LLC under EIN 04-2802284 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $20,618,189 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,618,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,618,189
- Net assets (BOY)
- $18,367,162
Income & contributions
- Employer contributions
- $156,339
- Participant contributions
- $1,087,835
- Total contributions
- $1,372,124
- Total income / additions
- $4,108,812
Expenses & distributions
- Benefits paid
- $3,019,063
- Administrative expenses
- $66,576
- Total expenses
- $3,085,639
- Net increase / (decrease)
- $1,023,173