2023 Form 5500 filing — Cma Group Salary Deferral 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 20240729135128NAL0029899520001) for Cma Group Salary Deferral Plan, reported by Petersburg Motor Company Dba Carter Myers Automotive under EIN 54-0338910 and plan number 003. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729135128NAL0029899520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Petersburg Motor Company Dba Carter Myers Automotive
- EIN
- 54-0338910
- Plan number
- 003
- Location
- Charlottesville, VA
- Participants
- 1,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,757,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,757,370
- Employer contributions
- $446,488
- Participant contributions
- $3,725,633
- Total income / additions
- $8,877,123
- Benefits paid
- $4,127,945
- Administrative expenses
- $24,556
- Total expenses
- $4,265,684
- Net increase / (decrease)
- $4,611,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $24,556 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |