2023 Form 5500 filing — Jeff Schmitt Auto Group, Inc. 401k 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 20241004132540NAL0005729187001) for Jeff Schmitt Auto Group, Inc. 401k Plan, reported by Jeff Schmitt Auto Group, Inc. under EIN 31-0515803 and plan number 002. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132540NAL0005729187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeff Schmitt Auto Group, Inc.
- EIN
- 31-0515803
- Plan number
- 002
- Location
- Fairborn, OH
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,206,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,206,908
- Employer contributions
- $132,707
- Participant contributions
- $762,132
- Total income / additions
- $2,039,907
- Benefits paid
- $1,167,770
- Administrative expenses
- $37,413
- Total expenses
- $1,205,183
- Net increase / (decrease)
- $834,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $23,571 | not reported in the loaded dataset |
| Dynamic Pension Services, Inc. | TPA | $13,318 | not reported in the loaded dataset |