2023 Form 5500 filing — Courtesy 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 20241015083005NAL0056632290001) for Courtesy Automotive Group 401(K) Plan, reported by Courtesy Chevrolet under EIN 86-0123463 and plan number 002. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083005NAL0056632290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Courtesy Chevrolet
- EIN
- 86-0123463
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,971,844
- Total liabilities (EOY)
- $15,707
- Net assets (EOY)
- $16,956,137
- Employer contributions
- $482,554
- Participant contributions
- $3,237,589
- Total income / additions
- $6,115,362
- Benefits paid
- $1,574,682
- Administrative expenses
- $146,141
- Total expenses
- $1,720,823
- Net increase / (decrease)
- $4,394,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets Corp | INVESTMENT ADVISOR | $37,515 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $12 | $0 |