How big is Safe Harbor Asset Management, Inc.'s plan?

Safe Harbor Asset Management, Inc.'s plan reported $87K in assets and 3 participants for 2024.

Original filing (PDF)20251015125653NAL0004605809001

Safe Harbor Asset Management, Inc.

Name: Safe Harbor Asset Management, Inc. — Safe Harbor, Form 5500 (2024)
Creator: Safe Harbor Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe Harbor Asset Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Safe Harbor Asset Management, Inc.'s Safe Harbor Asset Management, Inc. Profit Sharing Plan held $87K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Stephen K. Davis signed Safe Harbor Asset Management, Inc.'s 2024 Form 5500 as plan administrator.

Stephen K. Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Safe Harbor Asset Management, Inc.'s EIN is 11-3280093.

EIN 11-3280093

Plan number 001

Plan year 2024

ACK ID 20251015125653NAL0004605809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Safe Harbor Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Harbor Asset Management, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAFE HARBOR ASSET MANAGEMENT, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score