2023 Form 5500 filing — Harley-Davidson Bayside 401(K) Profit Sharing 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 20250102095000NAL0002041233001) for Harley-Davidson Bayside 401(K) Profit Sharing Plan, reported by Ms Family Enterprises, Inc. under EIN 54-1877068 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102095000NAL0002041233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ms Family Enterprises, Inc.
- EIN
- 54-1877068
- Plan number
- 001
- Location
- Portsmouth, VA
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,418,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,418,945
- Employer contributions
- $122,651
- Participant contributions
- $158,108
- Total income / additions
- $721,286
- Benefits paid
- $386,642
- Administrative expenses
- $24,995
- Total expenses
- $411,637
- Net increase / (decrease)
- $309,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gratus Wealth Advisors | INVESTMENT ADVISOR | $21,399 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,699 | not reported in the loaded dataset |
| Cherry Bekaert Advisory LLC | TPA | $2,675 | not reported in the loaded dataset |