2023 Form 5500 filing — Piemonte 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 20241010122453NAL0009980067001) for Piemonte Group 401(K) Plan, reported by Al Piemonte Ford Sales Inc under EIN 36-3100902 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122453NAL0009980067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Al Piemonte Ford Sales Inc
- EIN
- 36-3100902
- Plan number
- 001
- Location
- Melrose Park, IL
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,191,190
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,191,190
- Employer contributions
- $239,280
- Participant contributions
- $893,148
- Total income / additions
- $2,361,696
- Benefits paid
- $376,809
- Administrative expenses
- $54,909
- Total expenses
- $459,114
- Net increase / (decrease)
- $1,902,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lasalle Street Securities LLC | INVESTMENT ADVISOR | $26,510 | not reported in the loaded dataset |
| Mowery & Schoenfeld LLC | AUDITOR | $15,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,899 | $0 |