2023 Form 5500 filing — Harbor Healthcare System 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 20241004151546NAL0022992642003) for Harbor Healthcare System 401(K) Plan, reported by Harbor Healthcare System, Lp under EIN 20-4081878 and plan number 001. It reports 1,709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004151546NAL0022992642003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Healthcare System, Lp
- EIN
- 20-4081878
- Plan number
- 001
- Location
- Beaumont, TX
- Participants
- 1,709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,302,056
- Total liabilities (EOY)
- $9,579
- Net assets (EOY)
- $8,292,477
- Employer contributions
- $0
- Participant contributions
- $1,947,105
- Total income / additions
- $3,361,706
- Benefits paid
- $1,203,264
- Administrative expenses
- $162,762
- Total expenses
- $1,376,453
- Net increase / (decrease)
- $1,985,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $133,817 | not reported in the loaded dataset |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $21,765 | not reported in the loaded dataset |