2023 Form 5500 filing — Harte Auto Group 401(K) Plan

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 20241011160559NAL0022288529001) for Harte Auto Group 401(K) Plan, reported by Harte Nissan, Inc. under EIN 06-1079202 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.7MReported net assets$13,732,216
Participants300
Provider compensation$87.1K2 Schedule C row(s)$87,079
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011160559NAL0022288529001
Plan sponsor
Harte Nissan, Inc.
EIN
06-1079202
Plan number
002
Location
Hartford, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.8M total assets
Net assets$13.7MLiabilities$45.3K
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$155K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,777,510
Total liabilities (EOY)
$45,294
Net assets (EOY)
$13,732,216
Employer contributions
$154,959
Participant contributions
$1,092,630
Total income / additions
$3,555,957
Benefits paid
$1,585,497
Administrative expenses
$81,597
Total expenses
$1,667,094
Net increase / (decrease)
$1,888,863
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $56.6K · Indirect $5.5K
  2. 2
    NONE · Direct $25K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011160559NAL0022288529001 cover?
It is the 2023 Form 5500 filing for Harte Auto Group 401(K) Plan, reported by Harte Nissan, Inc. (EIN 06-1079202).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages