Harbor Linx, Inc. 401k Plan — Form 5500 plan (Harbor Linx, Inc)

Plain-English plan 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, Harbor Linx, Inc. 401k Plan is a benefit plan reported by Harbor Linx, Inc under EIN 27-1587216 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $35,168,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbor Linx, Inc
EIN
27-1587216
Plan number
001
Plan type
2
Location
Alameda, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$35,168,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241015121955NAL0049341648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,168,041
Total liabilities (EOY)
$0
Net assets (EOY)
$35,168,041
Net assets (BOY)
$28,869,851

Income & contributions

Participant contributions
$2,118,847
Total contributions
$2,960,585
Total income / additions
$8,025,629

Expenses & distributions

Benefits paid
$1,666,152
Administrative expenses
$61,287
Total expenses
$1,727,439
Net increase / (decrease)
$6,298,190

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$45,278$02023
Newport Trust CompanyTRUSTEE$16,012not reported in the loaded dataset2023

Related Form 5500 pages