H.A. Motors Llp Retirement Plan And Trust — Form 5500 plan (H.A. Motors Llp)
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, H.A. Motors Llp Retirement Plan And Trust is a benefit plan reported by H.A. Motors Llp under EIN 59-3185456 and plan number 001. The latest loaded filing year is 2023. The filing reports 581 participants and $11,914,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H.A. Motors Llp
- EIN
- 59-3185456
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $11,914,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20250430102330NAL0002557856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,914,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,914,434
- Net assets (BOY)
- $8,476,359
Income & contributions
- Employer contributions
- $599,437
- Participant contributions
- $2,474,901
- Total contributions
- $3,169,516
- Total income / additions
- $4,843,596
Expenses & distributions
- Benefits paid
- $1,277,748
- Administrative expenses
- $97,407
- Total expenses
- $1,405,521
- Net increase / (decrease)
- $3,438,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,585 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $38,223 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,099 | not reported in the loaded dataset | 2023 |
| Ha Motors Llp Dba Acura Of Orange P | TRUSTEE | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H.A. Motors Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ha Motors Llp Dba Acura Of Orange P — Schedule C compensation