2023 Form 5500 filing — Harmar Mobility 401(K) Profit Sharing Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008154137NAL0035257474001) for Harmar Mobility 401(K) Profit Sharing Plan & Trust, reported by Harmar Mobility, LLC under EIN 20-3622456 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,684,587
Participants436
Provider compensation$47.9K3 Schedule C row(s)$47,855
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008154137NAL0035257474001
Plan sponsor
Harmar Mobility, LLC
EIN
20-3622456
Plan number
001
Location
Sarasota, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$993.5K
Benefits paid / distributions$945.6K
Contributions
Employer$276K
Participant$936.4K
Full reported line items
Total assets (EOY)
$7,684,587
Total liabilities (EOY)
$0
Net assets (EOY)
$7,684,587
Employer contributions
$275,960
Participant contributions
$936,366
Total income / additions
$2,439,983
Benefits paid
$945,644
Administrative expenses
$47,855
Total expenses
$993,499
Net increase / (decrease)
$1,446,484
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $23.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $19.8K
  3. 3
    INVESTMENT MGMT · Direct $4.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008154137NAL0035257474001 cover?
It is the 2023 Form 5500 filing for Harmar Mobility 401(K) Profit Sharing Plan & Trust, reported by Harmar Mobility, LLC (EIN 20-3622456).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages