How big is Harbor Light Planning, LLC's plan?

Harbor Light Planning, LLC's plan reported $53K in assets and 1 participants for 2024.

Original filing (PDF)20250128142024NAL0023105232001

Harbor Light Planning, LLC

Name: Harbor Light Planning, LLC — Harbor Light Planning, Form 5500 (2024)
Creator: Harbor Light Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harbor Light Planning 401(k) Plan

401(k) retirement plan · Harbor Light Planning, LLC's Harbor Light Planning 401(k) Plan held $53K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Jarryd Smith signed Harbor Light Planning, LLC's 2024 Form 5500 as plan administrator.

Jarryd Smith — 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

Harbor Light Planning, LLC's EIN is 20-0228261.

EIN 20-0228261

Plan number 001

Plan year 2024

ACK ID 20250128142024NAL0023105232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harbor Light Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harbor Light Planning, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARBOR LIGHT PLANNING, LLC.

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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