How big is Safe Harbor Recovery's plan?

Safe Harbor Recovery's plan reported $11K in assets and 16 participants for 2023.

Original filing (PDF)20250327132652NAL0026554128001

Safe Harbor Recovery

Name: Safe Harbor Recovery — Safe Harbor Recovery SOCA, Form 5500 (2023)
Creator: Safe Harbor Recovery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe Harbor Recovery SOCA Benefit Plan

Health & welfare plan · Safe Harbor Recovery's Safe Harbor Recovery SOCA Benefit Plan held $11K in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$3K

People on this filing

Matt Appenzeller signed Safe Harbor Recovery's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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 Recovery's EIN is 84-4143934.

EIN 84-4143934

Plan number 501

Plan year 2023

ACK ID 20250327132652NAL0026554128001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Safe Harbor Recovery from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Safe Harbor Recovery's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score