2023 Form 5500 filing — Ron Marhofer Auto Family 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 20241015124408NAL0014651459001) for Ron Marhofer Auto Family 401(K) Plan, reported by Marhofer Chevrolet Inc. under EIN 34-1159646 and plan number 001. It reports 416 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124408NAL0014651459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marhofer Chevrolet Inc.
- EIN
- 34-1159646
- Plan number
- 001
- Location
- Stow, OH
- Participants
- 416
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,378,889
- Total liabilities (EOY)
- $15,856
- Net assets (EOY)
- $8,363,033
- Employer contributions
- $164,298
- Participant contributions
- $947,950
- Total income / additions
- $2,308,603
- Benefits paid
- $779,833
- Administrative expenses
- $84,011
- Total expenses
- $885,311
- Net increase / (decrease)
- $1,423,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Flexible Benefits Systems, Inc. | NONE | $48,350 | not reported in the loaded dataset |
| Jetner Wealth Management | INVESTMENT ADVISOR | $35,660 | not reported in the loaded dataset |