Harbor Linx, Inc. 401k Plan — Form 5500 plan (Harbor Linx, Inc)
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, Harbor Linx, Inc. 401k Plan is a benefit plan reported by Harbor Linx, Inc under EIN 27-1587216 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $35,168,041 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.2MPlan net assets, end of year$35,168,041
Participants232Covered participants reported
Assets / participant$151.6KComputed: assets ÷ participants$151,586 (computed)
Provider compensation$61.3K2 Schedule C provider row(s)$61,290
- Plan sponsor
- Harbor Linx, Inc
- EIN
- 27-1587216
- Plan number
- 001
- Plan type
- 2
- Location
- Alameda, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241015121955NAL0049341648001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.2M total assets
Net assets$35.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,168,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,168,041
- Net assets (BOY)
- $28,869,851
Income & contributions
- Participant contributions
- $2,118,847
- Total contributions
- $2,960,585
- Total income / additions
- $8,025,629
Expenses & distributions
- Benefits paid
- $1,666,152
- Administrative expenses
- $61,287
- Total expenses
- $1,727,439
- Net increase / (decrease)
- $6,298,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,278 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $16,012 | not reported in the loaded dataset | 2023 |