2023 Form 5500 filing — Southeast Automotive Management, Inc. 401(K) Profit Sharing 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 20241014130830NAL0046067456001) for Southeast Automotive Management, Inc. 401(K) Profit Sharing Plan, reported by Southeast Automotive Management, Inc. under EIN 20-3681684 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130830NAL0046067456001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southeast Automotive Management, Inc.
- EIN
- 20-3681684
- Plan number
- 001
- Location
- Daytona Beach, FL
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,462,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,462,878
- Employer contributions
- $0
- Participant contributions
- $1,369,075
- Total income / additions
- $3,626,705
- Benefits paid
- $850,896
- Administrative expenses
- $43,655
- Total expenses
- $894,551
- Net increase / (decrease)
- $2,732,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holland Advisory Services Inc | ADVISOR | $35,903 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,752 | $0 |