2023 Form 5500 filing — Andy Mohr Automotive 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 20241014115859NAL0026091633001) for Andy Mohr Automotive 401(K) Plan, reported by Andy Mohr Automotive Group, Inc. under EIN 20-8324241 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115859NAL0026091633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andy Mohr Automotive Group, Inc.
- EIN
- 20-8324241
- Plan number
- 001
- Location
- Plainfield, IN
- Participants
- 819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,940,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,940,174
- Employer contributions
- $787,127
- Participant contributions
- $3,469,678
- Total income / additions
- $9,017,656
- Benefits paid
- $1,963,199
- Administrative expenses
- $38,291
- Total expenses
- $2,040,558
- Net increase / (decrease)
- $6,977,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sapient Capital, LLC | SERVICE PROVIDER | $0 | $46,708 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $25,953 | not reported in the loaded dataset |
| Forvis | AUDITOR | $12,338 | not reported in the loaded dataset |
| Stifel Nicolaus & Company Inc | SERVICE PROVIDER | $0 | $5,363 |