Plan5500

Harmar Mobility 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Harmar Mobility, LLC)

Plain-English plan 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, Harmar Mobility 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Harmar Mobility, LLC under EIN 20-3622456 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $7,684,587 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,684,587
Participants436Covered participants reported
Assets / participant$17.6KComputed: assets ÷ participants$17,625 (computed)
Provider compensation$47.9K3 Schedule C provider row(s)$47,855
Plan sponsor
Harmar Mobility, LLC
EIN
20-3622456
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    436 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$7,684,587
Total liabilities (EOY)
$0
Net assets (EOY)
$7,684,587
Net assets (BOY)
$6,238,103

Income & contributions

Employer contributions
$275,960
Participant contributions
$936,366
Total contributions
$1,327,976
Total income / additions
$2,439,983

Expenses & distributions

Benefits paid
$945,644
Administrative expenses
$47,855
Total expenses
$993,499
Net increase / (decrease)
$1,446,484
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company$23.2K
    RECORDKEEPER · Direct $23.2K · Indirect $0
  2. 2
    Merrill Lynch Pierce Fenner & Smith$19.8K
    INVESTMENT ADVISOR · Direct $19.8K
  3. 3
    Empower Advisory Group, LLC$4.9K
    INVESTMENT MGMT · Direct $4.9K

What to inspect next

Frequently asked questions

Who sponsors the Harmar Mobility 401(K) Profit Sharing Plan & Trust?
Harmar Mobility 401(K) Profit Sharing Plan & Trust is reported as sponsored by Harmar Mobility, LLC (EIN 20-3622456, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Harmar Mobility 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Harmar Mobility 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Harmar Mobility 401(K) Profit Sharing Plan & Trust report?
Harmar Mobility 401(K) Profit Sharing Plan & Trust reports 436 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Harmar Mobility 401(K) Profit Sharing Plan & Trust?
Harmar Mobility 401(K) Profit Sharing Plan & Trust reports $7,684,587 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages