2023 Form 5500 filing — Seth Wadley Auto 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 20241015143618NAL0030002609001) for Seth Wadley Auto Group 401(K) Plan, reported by Badger Valley Investments, LLC under EIN 26-3311496 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143618NAL0030002609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Badger Valley Investments, LLC
- EIN
- 26-3311496
- Plan number
- 001
- Location
- Pauls Valley, OK
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,851,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,851,220
- Employer contributions
- $386,846
- Participant contributions
- $804,933
- Total income / additions
- $1,586,038
- Benefits paid
- $332,894
- Administrative expenses
- $26,789
- Total expenses
- $359,683
- Net increase / (decrease)
- $1,226,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $10,396 | not reported in the loaded dataset |
| Spectrum Employee Benefits, Inc. | NONE | $9,393 | $0 |
| Eide Bailly, Llp | NONE | $7,000 | not reported in the loaded dataset |