2023 Form 5500 filing — Jake Sweeney Automotive, Inc. 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 20241015210543NAL0030918337012) for Jake Sweeney Automotive, Inc. 401(K) Plan, reported by Jake Sweeney Automotive, Inc. under EIN 31-1232808 and plan number 333. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015210543NAL0030918337012
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Jake Sweeney Automotive, Inc.
- EIN
- 31-1232808
- Plan number
- 333
- Location
- Cincinnati, OH
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,200,885
- Net assets (EOY)
- $26,200,885
- Participant contributions
- $1,987,383
- Total income / additions
- $6,548,817
- Benefits paid
- $2,643,180
- Administrative expenses
- $73,753
- Total expenses
- $2,737,377
- Net increase / (decrease)
- $3,811,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $74,453 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $24,470 |
| Schneider Male & Strakowski Co Ea | CONTRACT ADMIN | $1,350 | $11,860 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $7,144 | $0 |
| Janney Montgomery Scott LLC | BROKER/ADVISER | $0 | $1,364 |