2023 Form 5500 filing — Casey Auto Group 401(K) Profit Sharing 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 20240924103028NAL0025921282001) for Casey Auto Group 401(K) Profit Sharing Plan, reported by Casey Auto Group, Inc. under EIN 54-1423677 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103028NAL0025921282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casey Auto Group, Inc.
- EIN
- 54-1423677
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,609,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,609,445
- Employer contributions
- $376,123
- Participant contributions
- $1,117,394
- Total income / additions
- $5,507,322
- Benefits paid
- $3,181,881
- Administrative expenses
- $81,137
- Total expenses
- $3,263,018
- Net increase / (decrease)
- $2,244,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $40,923 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $35,000 | not reported in the loaded dataset |
| Pbmares, Llp | TPA | $25,624 | not reported in the loaded dataset |