Harbinger 401(K) Plan And Trust — Form 5500 plan (Harbinger Group, LLC Dba Misionero)

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, Harbinger 401(K) Plan And Trust is a benefit plan reported by Harbinger Group, LLC Dba Misionero under EIN 27-3336423 and plan number 001. The latest loaded filing year is 2023. The filing reports 784 participants and $8,572,450 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbinger Group, LLC Dba Misionero
EIN
27-3336423
Plan number
001
Plan type
2
Location
Monterey, CA
Latest filing year
2023
Participants
784
End-of-year plan assets
$8,572,450

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023784H, C20241015123752NAL0056174626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,572,450
Total liabilities (EOY)
$0
Net assets (EOY)
$8,572,450
Net assets (BOY)
$7,704,122

Income & contributions

Employer contributions
$302,929
Participant contributions
$413,710
Total contributions
$716,639
Total income / additions
$2,045,385

Expenses & distributions

Benefits paid
$1,127,316
Administrative expenses
$49,741
Total expenses
$1,177,057
Net increase / (decrease)
$868,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment AdvisorNONE$42,917not reported in the loaded dataset2023
Ascensus LLCNONE$6,824$312023

Related Form 5500 pages