2023 Form 5500 filing — Lou Fusz Automotive Network 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 20241015131020NAL0016458771001) for Lou Fusz Automotive Network Retirement Savings Plan, reported by Lou Fusz Automotive Network, Inc. under EIN 43-1502088 and plan number 002. It reports 1,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131020NAL0016458771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lou Fusz Automotive Network, Inc.
- EIN
- 43-1502088
- Plan number
- 002
- Location
- Earth City, MO
- Participants
- 1,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,470,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,470,160
- Employer contributions
- $1,572,196
- Participant contributions
- $4,079,268
- Total income / additions
- $17,244,886
- Benefits paid
- $6,913,658
- Administrative expenses
- $168,521
- Total expenses
- $7,082,179
- Net increase / (decrease)
- $10,162,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $168,520 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $76,609 |