2023 Form 5500 filing — Mcdonald Automotive Group Salary Deferral 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 20240913101711NAL0005896435001) for Mcdonald Automotive Group Salary Deferral 401(K) Plan, reported by Continental Volkswagon LLC under EIN 85-0136821 and plan number 001. It reports 840 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913101711NAL0005896435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Continental Volkswagon LLC
- EIN
- 85-0136821
- Plan number
- 001
- Location
- Littleton, CO
- Participants
- 840
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,038,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,038,207
- Employer contributions
- $1,658,822
- Participant contributions
- $2,819,955
- Total income / additions
- $7,122,488
- Benefits paid
- $1,337,779
- Administrative expenses
- $234,314
- Total expenses
- $1,599,450
- Net increase / (decrease)
- $5,523,038
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wakefield Asset Management Lllp | INVESTMENT/FINANCIAL ADVI | $157,142 | $0 |
| Adp, Inc. | RECORD KEEPER | $74,450 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $106 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |