2023 Form 5500 filing — The Frank Fletcher 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 20240905095349NAL0021390737001) for The Frank Fletcher Group 401(K) Plan, reported by Frank Fletcher Auto Group, LLC D/B/A Frank Fletcher Group under EIN 71-0861100 and plan number 333. It reports 778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21.7MReported net assets$21,674,600
Participants778
Provider compensation$130.7K1 Schedule C row(s)$130,697
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905095349NAL0021390737001
Plan sponsor
Frank Fletcher Auto Group, LLC D/B/A Frank Fletcher Group
EIN
71-0861100
Plan number
333
Location
Sherwood, AR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21.8M total assets
Net assets$21.7MLiabilities$123.7K
Money in vs. money out
Total income / additions$5.9M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
Employer$205K
Participant$2.4M
Full reported line items
Total assets (EOY)
$21,798,259
Total liabilities (EOY)
$123,659
Net assets (EOY)
$21,674,600
Employer contributions
$204,959
Participant contributions
$2,359,003
Total income / additions
$5,867,058
Benefits paid
$1,781,116
Administrative expenses
$130,697
Total expenses
$2,035,472
Net increase / (decrease)
$3,831,586

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$130,697$0

Related Form 5500 pages