2023 Form 5500 filing — Harbor Electronics, Inc. 401(K) 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 20241002105345NAL0004738787001) for Harbor Electronics, Inc. 401(K) Plan, reported by Harbor Electronics, Inc. under EIN 47-4899457 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002105345NAL0004738787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Electronics, Inc.
- EIN
- 47-4899457
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,279,020
- Total liabilities (EOY)
- $34,437
- Net assets (EOY)
- $10,244,583
- Employer contributions
- $82,882
- Participant contributions
- $787,182
- Total income / additions
- $2,141,125
- Benefits paid
- $220,836
- Administrative expenses
- $32,723
- Total expenses
- $259,033
- Net increase / (decrease)
- $1,882,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foresight Wealth Management | FINANCIAL ADVISOR | $20,000 | not reported in the loaded dataset |
| Mwg Retirement Plan Services | RECORDKEEPER | $12,723 | $0 |