2023 Form 5500 filing — Moreland Dealerships Retirement Savings 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 20241015122820NAL0029628401001) for Moreland Dealerships Retirement Savings Plan, reported by Grand Auto, Inc. under EIN 84-1120772 and plan number 003. It reports 658 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122820NAL0029628401001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Grand Auto, Inc.
- EIN
- 84-1120772
- Plan number
- 003
- Location
- Thornton, CO
- Participants
- 658
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,160,658
- Total liabilities (EOY)
- $827
- Net assets (EOY)
- $7,159,831
- Participant contributions
- $728,832
- Total income / additions
- $1,849,283
- Benefits paid
- $2,120,746
- Administrative expenses
- $40,012
- Total expenses
- $2,160,758
- Net increase / (decrease)
- -$311,475
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $33,700 | $0 |
| Alerus Retirement Consulting | TPA | $4,850 | $0 |
| Woodbury Financial Services | BROKER | $0 | $1,783 |
| Mesirow Financnial, Inc. | INVESTMENT ADVISORY-PLAN | $1,462 | not reported in the loaded dataset |