2023 Form 5500 filing — Hudiburg 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 20240926155943NAL0001603760001) for Hudiburg Auto Group 401(K) Plan, reported by Hudiburg Auto Group, Inc. under EIN 73-1426691 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$13,035,243
Participants305
Provider compensation$40.6K4 Schedule C row(s)$40,606
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926155943NAL0001603760001
Plan sponsor
Hudiburg Auto Group, Inc.
EIN
73-1426691
Plan number
001
Location
Midwest City, OK
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$4.4M
Benefits paid / distributions$4.3M
Contributions
Employer$33K
Participant$183.7K
Full reported line items
Total assets (EOY)
$13,035,243
Total liabilities (EOY)
$0
Net assets (EOY)
$13,035,243
Employer contributions
$33,002
Participant contributions
$183,652
Total income / additions
$1,974,243
Benefits paid
$4,304,049
Administrative expenses
$43,426
Total expenses
$4,352,350
Net increase / (decrease)
-$2,378,107

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliant Insurance Services, Inc.SERVICE PROVIDER$0$20,126
Sweeney MontgomerySERVICE PROVIDER$0$13,417
AscensusTHIRD PARTY ADMINISTRATO$0$7,063
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$0

Related Form 5500 pages