Harbor Linx, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Harbor Linx, Inc. under EIN 27-1587216 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $237,039,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Linx, Inc.
EIN
27-1587216
Plan number
002
Plan type
2
Location
Alameda, CA
Latest filing year
2023
Participants
163
End-of-year plan assets
$237,039,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015145133NAL0056775810001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$237,039,811
Total liabilities (EOY)
$62,081,180
Net assets (EOY)
$174,958,631
Net assets (BOY)
$156,816,632

Income & contributions

Employer contributions
$3,914,787
Total contributions
$3,914,787
Total income / additions
$25,822,883

Expenses & distributions

Benefits paid
$4,839,897
Administrative expenses
$17,000
Total expenses
$7,680,884
Net increase / (decrease)
$18,141,999

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport GroupCONTRACT ADMINISTRATOR$0not reported in the loaded dataset2023

Related Form 5500 pages