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THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN 401k Plan overview

Plan NameTHE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN
Plan identification number 001

THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

THE HARBOR GROUP OF SOUTH FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HARBOR GROUP OF SOUTH FLORIDA, INC.
Employer identification number (EIN):862264168
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DOUGLAS MUHLBAUER2024-10-07
0012022-01-01DOUGLAS MUHLBAUER2023-09-18
0012021-01-01DOUGLAS MUHLBAUER2022-10-11

Financial Data on THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN

Measure Date Value
2025 : THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-113251
Net assets as of the end of the plan year2025-09-11668076
Total assets as of the beginning of the plan year2025-09-11426954
Other income to plan in this plan year2025-09-11172373
Plan net income in this plan year2025-09-11241122
Net assets as of the end of the plan year2025-09-11668076
Net assets as of the beginning of the plan year2025-09-11426954
Employer contributions to plan in this plan year2025-09-1172000
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-113251
2024 : THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-070
Net assets as of the end of the plan year2024-10-07426954
Total assets as of the beginning of the plan year2024-10-07180328
Other income to plan in this plan year2024-10-0783626
Plan net income in this plan year2024-10-07246626
Net assets as of the end of the plan year2024-10-07426954
Net assets as of the beginning of the plan year2024-10-07180328
Employer contributions to plan in this plan year2024-10-07163000
2022 : THE HARBOR GROUP OF SOUTH FLORIDA, INC. PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-11215062
Total assets as of the beginning of the plan year2022-10-11101666
Other income to plan in this plan year2022-10-1118399
Plan net income in this plan year2022-10-11113396
Net assets as of the end of the plan year2022-10-11215062
Net assets as of the beginning of the plan year2022-10-11101666
Employer contributions to plan in this plan year2022-10-1194997

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