2023 Form 5500 filing — Larry Roesch Family Auto 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 20240916081202NAL0000593059001) for Larry Roesch Family Auto Group 401(K) Plan, reported by Larry Roesch Family Auto Group under EIN 36-2894859 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916081202NAL0000593059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larry Roesch Family Auto Group
- EIN
- 36-2894859
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,306,168
- Total liabilities (EOY)
- $15,055
- Net assets (EOY)
- $9,291,113
- Employer contributions
- $81,102
- Participant contributions
- $298,533
- Total income / additions
- $1,730,913
- Benefits paid
- $205,270
- Administrative expenses
- $33,625
- Total expenses
- $238,895
- Net increase / (decrease)
- $1,492,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $16,525 | not reported in the loaded dataset |
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $12,031 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,547 | $0 |
| Howard Simon & Associates, Inc. | CONTRACT ADMIN | $0 | $8,262 |
| Cray Kaiser Ltd. | AUDITOR | $5,000 | not reported in the loaded dataset |