2023 Form 5500 filing — Bud Clary Automotive 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 20240921130739NAL0005353267002) for Bud Clary Automotive Group 401(K) Plan, reported by Bud Clary Chevrolet, Inc. under EIN 91-0699054 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240921130739NAL0005353267002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bud Clary Chevrolet, Inc.
- EIN
- 91-0699054
- Plan number
- 001
- Location
- Longview, WA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,618,829
- Total liabilities (EOY)
- $793
- Net assets (EOY)
- $13,618,036
- Employer contributions
- $122,475
- Participant contributions
- $1,715,242
- Total income / additions
- $4,108,873
- Benefits paid
- $845,142
- Administrative expenses
- $99,034
- Total expenses
- $944,176
- Net increase / (decrease)
- $3,164,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anderson & Anderson Advisory LLC | NVESTMENT ADVISOR | $29,091 | $0 |
| Hunnex And Shoemaker Inc | TPA | $23,557 | $3,541 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,261 | $0 |
| Geffen Mesher | AUDITOR | $17,000 | $0 |
| National Automobile Dealers Assoc | OTHER | $4,493 | $0 |
| Capfinancial Partners LLC | OTHER | $2,246 | $0 |
| Northeast Retirement Services | OTHER | $1,404 | $0 |