Original filing (PDF)20240205190525NAL0018972499001

HARPOON MANAGEMENT, LLC

Name: HARPOON MANAGEMENT, LLC — HARPOON MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: HARPOON MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

HARPOON MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARPOON MANAGEMENT, LLC.

Plan sponsor

Name

HARPOON MANAGEMENT, LLC

EIN

83-4255705

Address

826 ORANGE AVE. #571 · CORONADO, CA · 92118

Phone

(650) 293-0629

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-15

Filed

2024-02-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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