2023 Form 5500 filing — Hewlett Automotive Employee Retirement 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 20240821075952NAL0001884515001) for Hewlett Automotive Employee Retirement Plan, reported by Don Hewlett Chevrolet Buick, Inc. under EIN 74-1603623 and plan number 003. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821075952NAL0001884515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Hewlett Chevrolet Buick, Inc.
- EIN
- 74-1603623
- Plan number
- 003
- Location
- Georgetown, TX
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,156,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,156,032
- Employer contributions
- $725,132
- Participant contributions
- $1,544,856
- Total income / additions
- $4,305,410
- Benefits paid
- $488,046
- Administrative expenses
- $104,966
- Total expenses
- $593,012
- Net increase / (decrease)
- $3,712,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $37,616 | $0 |
| Transamerica Retirement Solutions | RECORD KEEEPER | $33,534 | $0 |
| Wells Fargo Clearing Services | INVESTMENT ADVISORY-PLAN | $29,939 | not reported in the loaded dataset |