2023 Form 5500 filing — H.A. Motors Llp Retirement Plan And 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 20250430102330NAL0002557856001) for H.A. Motors Llp Retirement Plan And Trust, reported by H.A. Motors Llp under EIN 59-3185456 and plan number 001. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430102330NAL0002557856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.A. Motors Llp
- EIN
- 59-3185456
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,914,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,914,434
- Employer contributions
- $599,437
- Participant contributions
- $2,474,901
- Total income / additions
- $4,843,596
- Benefits paid
- $1,277,748
- Administrative expenses
- $97,407
- Total expenses
- $1,405,521
- Net increase / (decrease)
- $3,438,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,585 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $38,223 | not reported in the loaded dataset |
| Assurance Dimensions | AUDITOR | $8,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,099 | not reported in the loaded dataset |
| Ha Motors Llp Dba Acura Of Orange P | TRUSTEE | $2,500 | not reported in the loaded dataset |