Harbor Group Incorporated Profit Sharing 401(K) Plan — Form 5500 plan (Harbor Group Incorporated)
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 Group Incorporated Profit Sharing 401(K) Plan is a benefit plan reported by Harbor Group Incorporated under EIN 38-2497470 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $28,319,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harbor Group Incorporated
- EIN
- 38-2497470
- Plan number
- 001
- Plan type
- 2
- Location
- Muskegon, MI
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $28,319,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241009144338NAL0018565953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,319,367
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $28,319,347
- Net assets (BOY)
- $22,514,035
Income & contributions
- Employer contributions
- $1,599,146
- Participant contributions
- $1,052,942
- Total contributions
- $2,671,634
- Total income / additions
- $6,828,654
Expenses & distributions
- Benefits paid
- $936,611
- Administrative expenses
- $81,235
- Total expenses
- $1,023,342
- Net increase / (decrease)
- $5,805,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research | ADVISOR | $44,256 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,501 | $0 | 2023 |