2023 Form 5500 filing — Wegmann Automotive Usa Inc. Retirement And Savings 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 20241001083733NAL0003137123001) for Wegmann Automotive Usa Inc. Retirement And Savings Plan, reported by Wegmann Automotive Usa Inc. under EIN 32-0143950 and plan number 002. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001083733NAL0003137123001
Filing year
2023
Form type
2
Plan sponsor
Wegmann Automotive Usa Inc.
EIN
32-0143950
Plan number
002
Location
Murfreesboro, TN
Participants
296
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$25,341,070
Total liabilities (EOY)
$0
Net assets (EOY)
$25,341,070
Employer contributions
$578,471
Participant contributions
$1,467,151
Total income / additions
$6,605,996
Benefits paid
$1,869,992
Administrative expenses
$3,379
Total expenses
$1,873,371
Net increase / (decrease)
$4,732,625
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER-$9,523$0

Related Form 5500 pages