2023 Form 5500 filing — Anthony Wade, Inc. Dba Stephen Wade Auto Center 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 20241004164900NAL0005835219001) for Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(K) Plan, reported by Anthony Wade, Inc. Dba Stephen Wade Auto Center under EIN 87-0393205 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004164900NAL0005835219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anthony Wade, Inc. Dba Stephen Wade Auto Center
- EIN
- 87-0393205
- Plan number
- 001
- Location
- St. George, UT
- Participants
- 720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,804,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,804,517
- Employer contributions
- $606,992
- Participant contributions
- $2,045,050
- Total income / additions
- $5,915,843
- Benefits paid
- $2,669,408
- Administrative expenses
- $101,142
- Total expenses
- $2,869,332
- Net increase / (decrease)
- $3,046,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | ADVISOR | $80,202 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $12,921 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,019 | $0 |