2023 Form 5500 filing — Harnish Auto Family Retirement Plan

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 20241015164827NAL0016910339001) for Harnish Auto Family Retirement Plan, reported by Subaru Of Puyallup, Inc. under EIN 71-0906606 and plan number 003. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015164827NAL0016910339001
Filing year
2023
Form type
2
Plan sponsor
Subaru Of Puyallup, Inc.
EIN
71-0906606
Plan number
003
Location
Puyallup, WA
Participants
645
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,154,956
Total liabilities (EOY)
$0
Net assets (EOY)
$11,154,956
Employer contributions
$237,053
Participant contributions
$985,221
Total income / additions
$3,046,535
Benefits paid
$1,180,351
Administrative expenses
$21,075
Total expenses
$1,201,426
Net increase / (decrease)
$1,845,109
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Moss AdamsSERVICE PROVIDER$17,325not reported in the loaded dataset
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,750$0

Related Form 5500 pages