2023 Form 5500 filing — Gosch Auto Group 401k 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 20241015203442NAL0015379779001) for Gosch Auto Group 401k Plan, reported by Gosch Auto Group under EIN 45-4105977 and plan number 001. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203442NAL0015379779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gosch Auto Group
- EIN
- 45-4105977
- Plan number
- 001
- Location
- Hemet, CA
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,681,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,681,168
- Employer contributions
- $286,383
- Participant contributions
- $2,090,657
- Total income / additions
- $4,590,652
- Benefits paid
- $2,623,110
- Administrative expenses
- $174,888
- Total expenses
- $2,797,998
- Net increase / (decrease)
- $1,792,654
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $49,749 | $0 |
| Bank Of America | INVESTMENT ADVISORY PLAN | $35,604 | not reported in the loaded dataset |
| Benefit Equity Inc. | RECORDKEEPER | $22,263 | $0 |
| Coastal Pension Services, Inc. | TPA | $19,480 | $0 |