2023 Form 5500 filing — Harvey 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 20241028095632NAL0005866224001) for Harvey 401(K) Plan, reported by Harvey & Madding, Inc. Dba Dublin Honda under EIN 94-2435867 and plan number 003. It reports 323 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)$22MReported net assets$21,974,496
Participants323
Provider compensation$131.9K4 Schedule C row(s)$131,879
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241028095632NAL0005866224001
Plan sponsor
Harvey & Madding, Inc. Dba Dublin Honda
EIN
94-2435867
Plan number
003
Location
Dublin, CA
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)$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
Total assets (EOY)
$21,974,496
Net assets (EOY)
$21,974,496
Employer contributions
$76,547
Participant contributions
$1,179,230
Total income / additions
$4,135,459
Benefits paid
$1,677,571
Administrative expenses
$131,879
Total expenses
$1,850,853
Net increase / (decrease)
$2,284,606
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $58.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $43.9K
  3. 3
    AUDIT · Direct $16K
  4. 4
    AUDIT · Direct $13.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241028095632NAL0005866224001 cover?
It is the 2023 Form 5500 filing for Harvey 401(K) Plan, reported by Harvey & Madding, Inc. Dba Dublin Honda (EIN 94-2435867).
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