2023 Form 5500 filing — Chariot Auto Retirement Readiness 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 20240923134753NAL0006672595001) for Chariot Auto Retirement Readiness 401(K)Plan, reported by Button Motors Inc. under EIN 35-0819046 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923134753NAL0006672595001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Button Motors Inc.
- EIN
- 35-0819046
- Plan number
- 001
- Location
- Kokomo, IN
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,845,427
- Total liabilities (EOY)
- $4,439
- Net assets (EOY)
- $11,840,988
- Employer contributions
- $336,927
- Participant contributions
- $869,368
- Total income / additions
- $2,904,069
- Benefits paid
- $782,198
- Administrative expenses
- $49,431
- Total expenses
- $866,748
- Net increase / (decrease)
- $2,037,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Concepts & Services | RECORDKEEPER | $18,211 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $17,625 | not reported in the loaded dataset |
| Shepherd Financial Investment | INVESTMENT ADVISOR | $14,000 | not reported in the loaded dataset |
| Royal Alliance Assoc Inc | ADVISORY | $5,250 | not reported in the loaded dataset |