2023 Form 5500 filing — Bob Loquercio Auto Group 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 20240826084821NAL0004507171001) for Bob Loquercio Auto Group 401(K) Plan, reported by Robert Loquercio Enterprises Dba Elgin Toyota under EIN 36-4097417 and plan number 001. It reports 771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826084821NAL0004507171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert Loquercio Enterprises Dba Elgin Toyota
- EIN
- 36-4097417
- Plan number
- 001
- Location
- Streamwood, IL
- Participants
- 771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,655,152
- Net assets (EOY)
- $11,655,152
- Employer contributions
- $256,146
- Participant contributions
- $1,714,485
- Total income / additions
- $4,271,306
- Benefits paid
- $1,497,296
- Administrative expenses
- $58,112
- Total expenses
- $1,588,977
- Net increase / (decrease)
- $2,682,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $19,727 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MG MT | $6,489 | $0 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $260 | not reported in the loaded dataset |