2023 Form 5500 filing — Harborone Mortgage, LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628134030NAL0001321522001) for Harborone Mortgage, LLC Retirement Plan, reported by Harborone Mortgage LLC under EIN 04-2802284 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240628134030NAL0001321522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harborone Mortgage LLC
- EIN
- 04-2802284
- Plan number
- 001
- Location
- Manchester, NH
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,618,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,618,189
- Employer contributions
- $156,339
- Participant contributions
- $1,087,835
- Total income / additions
- $4,108,812
- Benefits paid
- $3,019,063
- Administrative expenses
- $66,576
- Total expenses
- $3,085,639
- Net increase / (decrease)
- $1,023,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gray, Gray & Gray | AUDITOR | $26,000 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $20,576 | $0 |
| Mma Securities, LLC | INVESTMENT ADVISORY | $20,000 | not reported in the loaded dataset |