2023 Form 5500 filing — Gerald Jones 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 20241011093851NAL0021605425001) for Gerald Jones Automotive Group 401(K) Plan, reported by Gerald Jones Automotive Group under EIN 58-1181145 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093851NAL0021605425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Gerald Jones Automotive Group
- EIN
- 58-1181145
- Plan number
- 001
- Location
- Martinez, GA
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,091,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,091,514
- Employer contributions
- $73,854
- Participant contributions
- $953,680
- Total income / additions
- $2,429,099
- Benefits paid
- $396,068
- Administrative expenses
- $68,842
- Total expenses
- $464,910
- Net increase / (decrease)
- $1,964,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Firethorn Wealth Partners | RIA | $31,290 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,316 | not reported in the loaded dataset |