2023 Form 5500 filing — Al Baumann Chevrolet Buick, Inc. 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 20240919124615NAL0005949825001) for Al Baumann Chevrolet Buick, Inc. 401(K) Plan, reported by Al Baumann Chevrolet Buick, Inc. under EIN 34-4471507 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919124615NAL0005949825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Al Baumann Chevrolet Buick, Inc.
- EIN
- 34-4471507
- Plan number
- 001
- Location
- Fremont, OH
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,118,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,118,039
- Employer contributions
- $240,409
- Participant contributions
- $839,078
- Total income / additions
- $3,138,293
- Benefits paid
- $1,600,760
- Administrative expenses
- $58,956
- Total expenses
- $1,690,860
- Net increase / (decrease)
- $1,447,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,324 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,067 | not reported in the loaded dataset |