2023 Form 5500 filing — Alan Jay Automotive Management, Inc.
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 20241015175058NAL0030543649001) for Alan Jay Automotive Management, Inc., reported by Alan Jay Automotive Management, Inc. under EIN 59-3533025 and plan number 001. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175058NAL0030543649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alan Jay Automotive Management, Inc.
- EIN
- 59-3533025
- Plan number
- 001
- Location
- Sebring, FL
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,145,803
- Total liabilities (EOY)
- $371
- Net assets (EOY)
- $9,145,432
- Employer contributions
- $860,914
- Participant contributions
- $832,454
- Total income / additions
- $2,542,003
- Benefits paid
- $582,642
- Administrative expenses
- $115,315
- Total expenses
- $698,328
- Net increase / (decrease)
- $1,843,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | not reported in the loaded dataset | $74,175 | not reported in the loaded dataset |
| Morgan Stanley | not reported in the loaded dataset | not reported in the loaded dataset | $31,516 |
| Fiduciary Wise, LLC | not reported in the loaded dataset | $5,996 | not reported in the loaded dataset |
| Pension Financial Services | not reported in the loaded dataset | not reported in the loaded dataset | not reported in the loaded dataset |