2023 Form 5500 filing — Peruzzi Automotive Group Savings 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 20241009141210NAL0038109282001) for Peruzzi Automotive Group Savings Plan, reported by Peruzzi Buick Gmc, Inc. under EIN 23-2284744 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141210NAL0038109282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peruzzi Buick Gmc, Inc.
- EIN
- 23-2284744
- Plan number
- 001
- Location
- Fairless Hills, PA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,883,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,883,360
- Employer contributions
- $340
- Participant contributions
- $819,292
- Total income / additions
- $2,366,477
- Benefits paid
- $1,528,952
- Administrative expenses
- $62,812
- Total expenses
- $1,606,417
- Net increase / (decrease)
- $760,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $34,440 | $0 |
| Legacy Advisors LLC | ADVISOR | $28,372 | not reported in the loaded dataset |