401k Plan data: HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST plan

HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARBOR REALTY, INC. OF CHARLOTTE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: HARBOR REALTY, INC. OF CHARLOTTE COUNTY

Employer identification number (EIN): 650343234

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Additional information about HARBOR REALTY, INC. OF CHARLOTTE COUNTY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1992-06-10

Company Identification Number: V42540

Legal Registered Office Address: 1133 BAL HARBOR BLVD.

PUNTA GORDA

33950

More information about HARBOR REALTY, INC. OF CHARLOTTE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARBOR REALTY, INC. OF CHARLOTTE COUNTY 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KERRY D. ANDREAE 2024-02-08
001 2021-01-01 KERRY D. ANDREAE 2022-12-28
001 2020-01-01 JAMES PETCHE 2021-10-14
001 2019-01-01 JAMES PETCHE 2020-10-15
001 2018-01-01 JAMES PETCHE 2019-10-15
001 2017-01-01 JAMES PETCHE 2018-10-15
001 2016-01-01 JAMES PETCHE 2018-01-31
001 2015-01-01 JAMES M. PETCHE 2016-10-15
001 2014-01-01 JAMES PETCHE 2015-10-15
001 2013-01-01 JAMES PETCHE 2014-10-13
001 2012-01-01 JAMES PETCHE 2013-10-09
001 2011-01-01 JAMES PETCHE 2012-10-15
001 2010-01-01 JACQUELINE WILLIAMS 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KERRY D. ANDREAE	2024-02-08
001	2021-01-01	KERRY D. ANDREAE	2022-12-28
001	2020-01-01	JAMES PETCHE	2021-10-14
001	2019-01-01	JAMES PETCHE	2020-10-15
001	2018-01-01	JAMES PETCHE	2019-10-15
001	2017-01-01	JAMES PETCHE	2018-10-15
001	2016-01-01	JAMES PETCHE	2018-01-31
001	2015-01-01	JAMES M. PETCHE	2016-10-15
001	2014-01-01	JAMES PETCHE	2015-10-15
001	2013-01-01	JAMES PETCHE	2014-10-13
001	2012-01-01	JAMES PETCHE	2013-10-09
001	2011-01-01	JAMES PETCHE	2012-10-15
001	2010-01-01	JACQUELINE WILLIAMS	2011-10-13

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Company Name:	HARBOR REALTY, INC. OF CHARLOTTE COUNTY
Employer identification number (EIN):	650343234
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1992-06-10
Company Identification Number:	V42540
Legal Registered Office Address:	1133 BAL HARBOR BLVD. PUNTA GORDA 33950