2023 Form 5500 filing — Jerry'S Autogroup 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 20241002055456NAL0014381776001) for Jerry'S Autogroup 401(K) Plan, reported by Jerrys Chevrolet, Inc. under EIN 52-0685482 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002055456NAL0014381776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jerrys Chevrolet, Inc.
- EIN
- 52-0685482
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,728,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,728,658
- Participant contributions
- $732,587
- Total income / additions
- $1,624,581
- Benefits paid
- $432,383
- Administrative expenses
- $5,326
- Total expenses
- $442,972
- Net increase / (decrease)
- $1,181,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $5,326 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Ameriprise | ADVISOR | $0 | $0 |