2023 Form 5500 filing — Auto Investment, Inc. 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 20241002092045NAL0014656400001) for Auto Investment, Inc. 401(K) Plan, reported by Auto Investment, Inc. under EIN 13-3446196 and plan number 004. It reports 685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002092045NAL0014656400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auto Investment, Inc.
- EIN
- 13-3446196
- Plan number
- 004
- Location
- Pelham, AL
- Participants
- 685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,866,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,866,265
- Employer contributions
- $1,054,716
- Participant contributions
- $2,385,136
- Total income / additions
- $6,961,976
- Benefits paid
- $3,320,160
- Administrative expenses
- $172,895
- Total expenses
- $3,493,055
- Net increase / (decrease)
- $3,468,921
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Corporation | SERVICE PROVIDER | $140,027 | not reported in the loaded dataset |
| Erisa Specialist | SERVICE PROVIDER | $40,621 | not reported in the loaded dataset |
| 401k Safe | SERVICE PROVIDER | $14,890 | not reported in the loaded dataset |