2023 Form 5500 filing — Glenbrook Automotive Group 401k 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 20240911055936NAL0011788384001) for Glenbrook Automotive Group 401k Plan, reported by Glenbrook Dodge, Inc. under EIN 35-1446777 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911055936NAL0011788384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Glenbrook Dodge, Inc.
- EIN
- 35-1446777
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,957,871
- Total liabilities (EOY)
- $163,705
- Net assets (EOY)
- $13,794,166
- Employer contributions
- $280,357
- Participant contributions
- $1,151,424
- Total income / additions
- $3,201,333
- Benefits paid
- $845,970
- Administrative expenses
- $51,154
- Total expenses
- $897,124
- Net increase / (decrease)
- $2,304,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $17,450 | not reported in the loaded dataset |
| Empower Annuity Insurnace Company | RECORDKEEPER | $17,202 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,441 | not reported in the loaded dataset |