2023 Form 5500 filing — Harbor Linx, Inc. Employee Stock Ownership 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 20241015145133NAL0056775810001) for Harbor Linx, Inc. Employee Stock Ownership Plan, reported by Harbor Linx, Inc. under EIN 27-1587216 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145133NAL0056775810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harbor Linx, Inc.
- EIN
- 27-1587216
- Plan number
- 002
- Location
- Alameda, CA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $237,039,811
- Total liabilities (EOY)
- $62,081,180
- Net assets (EOY)
- $174,958,631
- Employer contributions
- $3,914,787
- Total income / additions
- $25,822,883
- Benefits paid
- $4,839,897
- Administrative expenses
- $17,000
- Total expenses
- $7,680,884
- Net increase / (decrease)
- $18,141,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group | CONTRACT ADMINISTRATOR | $0 | not reported in the loaded dataset |