2023 Form 5500 filing — Thomas Dodge, Chrysler, Jeep Of Highland, Inc. Employees' 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 20240823111028NAL0003133555001) for Thomas Dodge, Chrysler, Jeep Of Highland, Inc. Employees' 401(K) Plan, reported by Thomas Dodge, Chrysler, Jeep Of Highland, Inc. under EIN 35-1419614 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823111028NAL0003133555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Dodge, Chrysler, Jeep Of Highland, Inc.
- EIN
- 35-1419614
- Plan number
- 001
- Location
- Highland, IN
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,843,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,843,287
- Employer contributions
- $774,757
- Participant contributions
- $1,235,144
- Total income / additions
- $5,169,438
- Benefits paid
- $1,281,598
- Administrative expenses
- $55,710
- Total expenses
- $1,337,308
- Net increase / (decrease)
- $3,832,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Capital Wealth Management Ll | ADVISOR | $38,715 | not reported in the loaded dataset |
| Swartz Retson And Co | ACCOUNTANT/AUDITOR | $15,700 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,295 | $0 |