OpenERISA

Safe Harbor Asset Management, INC.

Huntington, NY, 11743

EIN 11-3280093
Plans
2
Total participants
32
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in New YorkFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Safe Harbor Asset Management, INC. Profit Sharing Plan3
2024Form 5500-SF002Safe Harbor Asset Management, INC. Cash Balance Plan3
2023Form 5500-SF001Safe Harbor Asset Management, INC. Profit Sharing Plan3
2023Form 5500-SF002Safe Harbor Asset Management, INC. Cash Balance Plan3
2022Form 5500001Safe Harbor Asset Management, INC. Profit Sharing Plan4
2022Form 5500002Safe Harbor Asset Management, INC. Cash Balance Plan4
2021Form 5500001Safe Harbor Asset Management, INC. Profit Sharing Plan3
2021Form 5500002Safe Harbor Asset Management, INC. Cash Balance Plan3
2020Form 5500001Safe Harbor Asset Management, INC. Profit Sharing Plan3
2020Form 5500002Safe Harbor Asset Management, INC. Cash Balance Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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