2023 Form 5500 filing — Auffenberg Employees 401(K) Plan And Trust
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 20241007150549NAL0007706931001) for Auffenberg Employees 401(K) Plan And Trust, reported by Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc. under EIN 37-0744881 and plan number 003. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150549NAL0007706931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auffenberg Ford, Inc. C/O Auffenberg Dealer Group, Inc.
- EIN
- 37-0744881
- Plan number
- 003
- Location
- O Fallon, IL
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,678,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,678,197
- Employer contributions
- $311,273
- Participant contributions
- $1,033,797
- Total income / additions
- $3,923,260
- Benefits paid
- $1,478,708
- Administrative expenses
- $86,854
- Total expenses
- $1,602,954
- Net increase / (decrease)
- $2,320,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Proffesional Capital Services, LLC | CONTRACT ADMINISTRATOR | $45,614 | not reported in the loaded dataset |
| Diversified Financial | INVESTMENT ADVISOR | $41,240 | not reported in the loaded dataset |