2023 Form 5500 filing — Westbury Jeep Chrysler Dodge I 401(K) Profit Sharing Plan And Trust
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 20240826092927NAL0020196386001) for Westbury Jeep Chrysler Dodge I 401(K) Profit Sharing Plan And Trust, reported by Westbury Jeep Chrysler Dodge I under EIN 11-2288005 and plan number 001. It reports 1,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826092927NAL0020196386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westbury Jeep Chrysler Dodge I
- EIN
- 11-2288005
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 1,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,115,786
- Total liabilities (EOY)
- $281,053
- Net assets (EOY)
- $18,834,733
- Participant contributions
- $2,008,169
- Total income / additions
- $4,813,220
- Benefits paid
- $1,047,265
- Administrative expenses
- $113,882
- Total expenses
- $1,442,200
- Net increase / (decrease)
- $3,371,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,573 | $0 |
| Merrill Lynch | CONSULTANT | $36,546 | $41 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $28,712 | $5,045 |