Harbor Group Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 38-2497470) is a plan sponsor located in Muskegon, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-2497470
Location
Muskegon, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$28,319,367
Total reported liabilities (EOY)
$20
Total reported net assets (EOY)
$28,319,347

Contributions & income

Employer contributions
$1,599,146
Participant contributions
$1,052,942
Total income / additions
$6,828,654

Expenses & distributions

Benefits paid / distributions
$936,611
Total expenses
$1,023,342
Net increase / (decrease)
$5,805,312

Coverage

Total reported participants
443
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Harbor Group Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Harbor Group Incorporated Profit Sharing 401(K) Plan001235$28,319,3672023
Harbor Group Incorporated Employee Benefit Plan501208not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Harbor Group Incorporated
YearPlanParticipantsSchedulesFiling
2023Harbor Group Incorporated Employee Benefit Plan20820240711132355NAL0033045842001
2023Harbor Group Incorporated Profit Sharing 401(K) Plan235H, C20241009144338NAL0018565953001

Related Form 5500 pages