2023 Form 5500 filing — Chris Auffenberg Automotive 401(K) Profit Sharing 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 20241007150620NAL0032149250001) for Chris Auffenberg Automotive 401(K) Profit Sharing Plan, reported by Chris Auffenberg Ford, Inc. under EIN 43-1458848 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150620NAL0032149250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chris Auffenberg Ford, Inc.
- EIN
- 43-1458848
- Plan number
- 001
- Location
- Kirkwood, MO
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,742,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,742,304
- Employer contributions
- $186,881
- Participant contributions
- $502,380
- Total income / additions
- $2,277,355
- Benefits paid
- $1,544,415
- Administrative expenses
- $68,218
- Total expenses
- $1,629,639
- Net increase / (decrease)
- $647,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Diversified Financial Advisors, LLC | INVESTMENT MANAGER | $53,766 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $14,452 | not reported in the loaded dataset |