2023 Form 5500 filing — Bob Ciasulli Auto Group 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 20241007142839NAL0015330225001) for Bob Ciasulli Auto Group 401(K) Plan, reported by Bob Ciasulli Auto Group, Inc. under EIN 22-2973033 and plan number 001. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007142839NAL0015330225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob Ciasulli Auto Group, Inc.
- EIN
- 22-2973033
- Plan number
- 001
- Location
- Little Falls, NJ
- Participants
- 470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,867,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,867,070
- Employer contributions
- $150,000
- Participant contributions
- $1,689,861
- Total income / additions
- $4,322,810
- Benefits paid
- $1,349,947
- Administrative expenses
- $95,055
- Total expenses
- $1,509,782
- Net increase / (decrease)
- $2,813,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $54,742 | $0 |
| Lpl Financial LLC | ADVISOR | $32,912 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $5,511 | not reported in the loaded dataset |