2023 Form 5500 filing — Umansky Automotive Group Profit Sharing And Employee Savings 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 20241118105638NAL0000938675001) for Umansky Automotive Group Profit Sharing And Employee Savings Plan, reported by Umansky Umg, LLC Dba Umansky Motor Cars under EIN 81-0685770 and plan number 001. It reports 1,076 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118105638NAL0000938675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umansky Umg, LLC Dba Umansky Motor Cars
- EIN
- 81-0685770
- Plan number
- 001
- Location
- Milwakee, WI
- Participants
- 1,076
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,073,915
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,073,915
- Employer contributions
- $344,463
- Participant contributions
- $1,598,824
- Total income / additions
- $5,073,150
- Benefits paid
- $1,658,780
- Administrative expenses
- $104,549
- Total expenses
- $1,763,329
- Net increase / (decrease)
- $3,309,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISORY | $46,664 | not reported in the loaded dataset |
| My Benefits, LLC | CONTRACT ADMIN | $6,358 | $7,673 |
| Empower Annuity Ins Co Of Amer | RECORDKEEPER | $4,114 | $0 |