2023 Form 5500 filing — Happy 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 20241014163505NAL0053177762001) for Happy Automotive 401(K) Plan, reported by Libertyville Chevrolet, Inc. under EIN 20-3383684 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163505NAL0053177762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Libertyville Chevrolet, Inc.
- EIN
- 20-3383684
- Plan number
- 001
- Location
- Glendale Heights, IL
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,858,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,858,781
- Employer contributions
- $109,233
- Participant contributions
- $561,757
- Total income / additions
- $1,888,343
- Benefits paid
- $383,968
- Administrative expenses
- $20,422
- Total expenses
- $404,390
- Net increase / (decrease)
- $1,483,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,775 | $0 |
| Woodbury Fiancial Services Inc | BROKER/ADVISER | $0 | $9,053 |