2023 Form 5500 filing — Dealers Warehouse Corporation 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 20241015112330NAL0028187361001) for Dealers Warehouse Corporation Profit Sharing Plan, reported by Dealers Warehouse Corporation under EIN 62-0450541 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112330NAL0028187361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dealers Warehouse Corporation
- EIN
- 62-0450541
- Plan number
- 001
- Location
- Powell, TN
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,296,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,296,590
- Employer contributions
- $445,402
- Participant contributions
- $556,076
- Total income / additions
- $3,122,738
- Benefits paid
- $1,051,417
- Administrative expenses
- $53,106
- Total expenses
- $1,104,523
- Net increase / (decrease)
- $2,018,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rather & Kittrell Capital Mgt | INVESTMENT ADVISOR | $35,384 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $9,069 | $0 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $8,653 | not reported in the loaded dataset |