2023 Form 5500 filing — Harbor Group Management Co. 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 20241014074925NAL0025674337001) for Harbor Group Management Co. 401(K) Plan, reported by Harbor Group Management Co. under EIN 54-1329081 and plan number 001. It reports 1,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014074925NAL0025674337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Group Management Co.
- EIN
- 54-1329081
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 1,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,343,147
- Total liabilities (EOY)
- $49,730
- Net assets (EOY)
- $45,293,417
- Employer contributions
- $2,174,861
- Participant contributions
- $5,506,414
- Total income / additions
- $14,577,983
- Benefits paid
- $3,372,068
- Administrative expenses
- $332,632
- Total expenses
- $3,713,821
- Net increase / (decrease)
- $10,864,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $157,970 | $0 |
| Cerity Partners Retirement Services | NONE | $76,687 | not reported in the loaded dataset |
| Cherry Bekaert Llp | RETAINED BY EMPLOYER | $6,750 | not reported in the loaded dataset |