2023 Form 5500 filing — Express Credit Auto Savings Incentive 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 20240911105632NAL0003581939001) for Express Credit Auto Savings Incentive Plan, reported by Express Credit Auto, LLC. under EIN 73-1507186 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911105632NAL0003581939001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Express Credit Auto, LLC.
- EIN
- 73-1507186
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,948,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,948,981
- Employer contributions
- $264,624
- Participant contributions
- $429,516
- Total income / additions
- $2,203,019
- Benefits paid
- $360,815
- Administrative expenses
- $47,979
- Total expenses
- $408,794
- Net increase / (decrease)
- $1,794,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $43,389 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $4,590 | $0 |