Plan5500

Harvey 401(K) Plan — Form 5500 plan (Harvey & Madding, Inc. Dba Dublin Honda)

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, Harvey 401(K) Plan is a benefit plan reported by Harvey & Madding, Inc. Dba Dublin Honda under EIN 94-2435867 and plan number 003. The latest loaded filing year is 2023. The filing reports 323 participants and $21,974,496 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22MPlan net assets, end of year$21,974,496
Participants323Covered participants reported
Assets / participant$68KComputed: assets ÷ participants$68,032 (computed)
Provider compensation$131.9K4 Schedule C provider row(s)$131,879
Plan sponsor
Harvey & Madding, Inc. Dba Dublin Honda
EIN
94-2435867
Plan number
003
Plan type
2
Location
Dublin, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    323 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)$22M total assets
Net assets$22MLiabilities—
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$76.5K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$21,974,496
Net assets (EOY)
$21,974,496
Net assets (BOY)
$19,689,890

Income & contributions

Employer contributions
$76,547
Participant contributions
$1,179,230
Total contributions
$1,270,719
Total income / additions
$4,135,459

Expenses & distributions

Benefits paid
$1,677,571
Administrative expenses
$131,879
Total expenses
$1,850,853
Net increase / (decrease)
$2,284,606
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 6%Participant 94%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income41%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
    Transamerica Financial Life Insuran$58.6K
    RECORDKEEPER · Direct $58.6K · Indirect $0
  2. 2
    Merrill Lynch Life Agency Inc.$43.9K
    INVESTMENT ADVISORY · Direct $43.9K
  3. 3
    Alphonse Deroo & Associates$16K
    AUDIT · Direct $16K
  4. 4
    Pomares & Co, Llp$13.4K
    AUDIT · Direct $13.4K

Related Form 5500 pages