Plan5500

Harbor Group Inc. 401(K) Plan — Form 5500 plan (Harbor Group 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 Group Inc. 401(K) Plan is a benefit plan reported by Harbor Group Inc. under EIN 42-1492435 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,523 participants and $113,234,425 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Group Inc.
EIN
42-1492435
Plan number
001
Plan type
2
Location
Sioux Center, IA
Latest filing year
2023
Participants
1,523
End-of-year plan assets
$113,234,425

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,523H, C20240928164415NAL0003792913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,234,425
Total liabilities (EOY)
$0
Net assets (EOY)
$113,234,425
Net assets (BOY)
$91,560,078

Income & contributions

Employer contributions
$2,899,593
Participant contributions
$9,975,919
Total contributions
$13,456,017
Total income / additions
$29,184,662

Expenses & distributions

Benefits paid
$7,335,117
Administrative expenses
$175,198
Total expenses
$7,510,315
Net increase / (decrease)
$21,674,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$120,586$02023
Ubs FinancialNONE$53,915not reported in the loaded dataset2023

Related Form 5500 pages