2023 Form 5500 filing — Bean Automotive 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 20241011082743NAL0036398768001) for Bean Automotive Group 401(K) Plan, reported by Kendall Imports, LLC under EIN 52-2135876 and plan number 001. It reports 793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082743NAL0036398768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kendall Imports, LLC
- EIN
- 52-2135876
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,025,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,025,355
- Employer contributions
- $1,091,002
- Participant contributions
- $2,760,021
- Total income / additions
- $6,144,791
- Benefits paid
- $1,441,745
- Administrative expenses
- $46,929
- Total expenses
- $1,488,674
- Net increase / (decrease)
- $4,656,117
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $61,623 |
| Vriac | SERVICE PROVIDER | $34,153 | $0 |
| The Benefit Practice | TPA | $12,770 | not reported in the loaded dataset |