Harley-Davidson Bayside 401(K) Profit Sharing Plan — Form 5500 plan (Ms Family Enterprises, 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, Harley-Davidson Bayside 401(K) Profit Sharing Plan is a benefit plan reported by Ms Family Enterprises, Inc. under EIN 54-1877068 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $5,418,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ms Family Enterprises, Inc.
- EIN
- 54-1877068
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, VA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $5,418,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20250102095000NAL0002041233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,418,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,418,945
- Net assets (BOY)
- $5,109,296
Income & contributions
- Employer contributions
- $122,651
- Participant contributions
- $158,108
- Total contributions
- $280,759
- Total income / additions
- $721,286
Expenses & distributions
- Benefits paid
- $386,642
- Administrative expenses
- $24,995
- Total expenses
- $411,637
- Net increase / (decrease)
- $309,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gratus Wealth Advisors | INVESTMENT ADVISOR | $21,399 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,699 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert Advisory LLC | TPA | $2,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ms Family Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Portsmouth, VA
- Gratus Wealth Advisors — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Cherry Bekaert Advisory LLC — Schedule C compensation