2023 Form 5500 filing — Bush Auto Group Retirement Fund
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 20240808130804NAL0005078513001) for Bush Auto Group Retirement Fund, reported by Infiniti Of West Chester, Inc. under EIN 73-1670629 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808130804NAL0005078513001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Infiniti Of West Chester, Inc.
- EIN
- 73-1670629
- Plan number
- 001
- Location
- West Chester, PA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,769,389
- Total liabilities (EOY)
- $7
- Net assets (EOY)
- $6,769,382
- Employer contributions
- $75,626
- Participant contributions
- $496,068
- Total income / additions
- $1,574,556
- Benefits paid
- $920,920
- Administrative expenses
- $47,357
- Total expenses
- $977,378
- Net increase / (decrease)
- $597,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $36,289 | $0 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMINISTRATOR | $6,046 | not reported in the loaded dataset |
| Iron-Co-Fid--Traditional | INVESTMENT MGR | $5,022 | not reported in the loaded dataset |