2023 Form 5500 filing — Warren Henry Automobiles, 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 20241023102245NAL0002669187001) for Warren Henry Automobiles, Inc. 401(K) Plan, reported by Warren Henry Automobiles, Inc. under EIN 59-2594999 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023102245NAL0002669187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warren Henry Automobiles, Inc.
- EIN
- 59-2594999
- Plan number
- 001
- Location
- North Miami, FL
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,834,288
- Total liabilities (EOY)
- $4,056
- Net assets (EOY)
- $14,830,232
- Employer contributions
- $439,466
- Participant contributions
- $2,281,668
- Total income / additions
- $4,900,154
- Benefits paid
- $1,240,563
- Administrative expenses
- $38,927
- Total expenses
- $1,314,764
- Net increase / (decrease)
- $3,585,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $25,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $13,926 | $0 |