2023 Form 5500 filing — Thomas Automotive Family 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 20241011073531NAL0022366673003) for Thomas Automotive Family 401(K) Plan, reported by Thomas Automotive Family LLC under EIN 83-1434331 and plan number 002. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011073531NAL0022366673003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thomas Automotive Family LLC
- EIN
- 83-1434331
- Plan number
- 002
- Location
- Bedford, PA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,440,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,194
- Employer contributions
- $126,653
- Participant contributions
- $808,798
- Total income / additions
- $2,309,068
- Benefits paid
- $2,637,837
- Administrative expenses
- $38,179
- Total expenses
- $2,676,016
- Net increase / (decrease)
- -$366,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus Insurance Agency | BROKER DEALER | $0 | $20,720 |
| Definiti, LLC | THIRD PARTY ADMINISTRATOR | $0 | $8,548 |