Retirement plan

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Name: THE HARBOR GROUP OF SOUTH FLORIDA, INC. - THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN (2023) Form 5500
Creator: THE HARBOR GROUP OF SOUTH FLORIDA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN, THE HARBOR GROUP OF SOUTH FLORIDA, INC.

THE HARBOR GROUP OF SOUTH FLORIDA, INC.EIN 86-2264168Plan #002PY 2023

80G MONTAUK HIGHWAY - AMITY HARBOR, NY 11701631-504-5764

Other plans on this EIN

1 filing

#001Retirement-$427K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$136K

+72.7% from 2022

Total participants

0.0% from 2022

Average account balance

$45,431

+72.7% from 2022

Annual return

21.60%

+63.48 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$227K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$76K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+33.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,431

$185,905-75.6%

$170,057-73.3%

$139,487-67.4%

Participation rate

100.0%

87.8%+12.2pp

87.0%+13.0pp

80.3%+19.7pp

Annual return

21.60%

60.56%-39.0pp

53.42%-31.8pp

373.84%-352.2pp

Employer contribution / active EE

$6,921

$7,597-8.9%

$6,790+1.9%

$4,755+45.6%

Participant deferral / active EE

$13,250

$11,627+14.0%

$10,411+27.3%

$6,713+97.4%

Admin fee / account holder

$15,397-100.0%

$12,826-100.0%

$11,407-100.0%

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE HARBOR GROUP OF SOUTH FLORIDA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion