Harbor Electronics, Inc. 401(K) Plan — Form 5500 plan (Harbor Electronics, 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 Electronics, Inc. 401(K) Plan is a benefit plan reported by Harbor Electronics, Inc. under EIN 47-4899457 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $10,279,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Electronics, Inc.
EIN
47-4899457
Plan number
001
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
Participants
194
End-of-year plan assets
$10,279,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241002105345NAL0004738787001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,279,020
Total liabilities (EOY)
$34,437
Net assets (EOY)
$10,244,583
Net assets (BOY)
$8,362,491

Income & contributions

Employer contributions
$82,882
Participant contributions
$787,182
Total contributions
$898,029
Total income / additions
$2,141,125

Expenses & distributions

Benefits paid
$220,836
Administrative expenses
$32,723
Total expenses
$259,033
Net increase / (decrease)
$1,882,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Foresight Wealth ManagementFINANCIAL ADVISOR$20,000not reported in the loaded dataset2023
Mwg Retirement Plan ServicesRECORDKEEPER$12,723$02023

Related Form 5500 pages