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

Plan NameTHE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN
Plan identification number 002

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

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. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DOUGLAS MUHLBAUER2024-10-07
0022022-01-01DOUGLAS MUHLBAUER2023-09-18
0022021-01-01DOUGLAS MUHLBAUER2022-10-11

Plan Statistics for THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Measure Date Value
2025: THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-113
Total number of particpants at end of year2025-09-113
Number of Participants With Account Balances2025-09-113
2024: THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-073
Total number of particpants at end of year2024-10-073
Number of Participants With Account Balances2024-10-073

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

Measure Date Value
2025 : THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-110
Net assets as of the end of the plan year2025-09-11227302
Total assets as of the beginning of the plan year2025-09-11136294
Participant contributions to plan in this plan year2025-09-1128000
Other income to plan in this plan year2025-09-1145706
Plan net income in this plan year2025-09-1191008
Net assets as of the end of the plan year2025-09-11227302
Net assets as of the beginning of the plan year2025-09-11136294
Employer contributions to plan in this plan year2025-09-1117302
2024 : THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT 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 year2024-10-07136294
Total assets as of the beginning of the plan year2024-10-0778911
Participant contributions to plan in this plan year2024-10-0726500
Other income to plan in this plan year2024-10-0717041
Plan net income in this plan year2024-10-0757383
Net assets as of the end of the plan year2024-10-07136294
Net assets as of the beginning of the plan year2024-10-0778911
Employer contributions to plan in this plan year2024-10-0713842

Potentially related plans

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