2023 Form 5500 filing — Harbor Linx, Inc. 401k 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 20241015121955NAL0049341648001) for Harbor Linx, Inc. 401k Plan, reported by Harbor Linx, Inc under EIN 27-1587216 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121955NAL0049341648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Linx, Inc
- EIN
- 27-1587216
- Plan number
- 001
- Location
- Alameda, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,168,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,168,041
- Participant contributions
- $2,118,847
- Total income / additions
- $8,025,629
- Benefits paid
- $1,666,152
- Administrative expenses
- $61,287
- Total expenses
- $1,727,439
- Net increase / (decrease)
- $6,298,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $45,278 | $0 |
| Newport Trust Company | TRUSTEE | $16,012 | not reported in the loaded dataset |