Plan5500

Harbor Group Management Co. 401(K) Plan — Form 5500 plan (Harbor Group Management Co.)

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 Management Co. 401(K) Plan is a benefit plan reported by Harbor Group Management Co. under EIN 54-1329081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,600 participants and $45,343,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Group Management Co.
EIN
54-1329081
Plan number
001
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
1,600
End-of-year plan assets
$45,343,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,600H, C20241014074925NAL0025674337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,343,147
Total liabilities (EOY)
$49,730
Net assets (EOY)
$45,293,417
Net assets (BOY)
$34,429,255

Income & contributions

Employer contributions
$2,174,861
Participant contributions
$5,506,414
Total contributions
$8,391,906
Total income / additions
$14,577,983

Expenses & distributions

Benefits paid
$3,372,068
Administrative expenses
$332,632
Total expenses
$3,713,821
Net increase / (decrease)
$10,864,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$157,970$02023
Cerity Partners Retirement ServicesNONE$76,687not reported in the loaded dataset2023
Cherry Bekaert LlpRETAINED BY EMPLOYER$6,750not reported in the loaded dataset2023

Related Form 5500 pages