2023 Form 5500 filing — The Durant 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 20241015155517NAL0015021107001) for The Durant Auto Group 401(K) Plan, reported by Classic Chevrolet Buick Gmc, Inc. under EIN 75-1159462 and plan number 002. It reports 3,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155517NAL0015021107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Classic Chevrolet Buick Gmc, Inc.
- EIN
- 75-1159462
- Plan number
- 002
- Location
- Grapevine, TX
- Participants
- 3,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,526,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,526,656
- Employer contributions
- $2,244,139
- Participant contributions
- $7,625,017
- Total income / additions
- $19,261,307
- Benefits paid
- $9,569,378
- Administrative expenses
- $328,683
- Total expenses
- $9,976,134
- Net increase / (decrease)
- $9,285,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $115,584 | $0 |
| Wimmer Con | INVESTMENT ADVISOR | $112,883 | not reported in the loaded dataset |
| Milbern Ray And Company | ACCOUNTANT/AUDITOR | $78,035 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $24,249 | not reported in the loaded dataset |