Harnish Auto Family Retirement Plan — Form 5500 plan (Subaru Of Puyallup, Inc.)

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, Harnish Auto Family Retirement Plan is a benefit plan reported by Subaru Of Puyallup, Inc. under EIN 71-0906606 and plan number 003. The latest loaded filing year is 2023. The filing reports 645 participants and $11,154,956 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Subaru Of Puyallup, Inc.
EIN
71-0906606
Plan number
003
Plan type
2
Location
Puyallup, WA
Latest filing year
2023
Participants
645
End-of-year plan assets
$11,154,956

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023645H, C20241015164827NAL0016910339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,154,956
Total liabilities (EOY)
$0
Net assets (EOY)
$11,154,956
Net assets (BOY)
$9,309,847

Income & contributions

Employer contributions
$237,053
Participant contributions
$985,221
Total contributions
$1,299,383
Total income / additions
$3,046,535

Expenses & distributions

Benefits paid
$1,180,351
Administrative expenses
$21,075
Total expenses
$1,201,426
Net increase / (decrease)
$1,845,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moss AdamsSERVICE PROVIDER$17,325not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,750$02023

Related Form 5500 pages