2023 Form 5500 filing — Todd Wenzel Automotive 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 20241217085307NAL0001426819001) for Todd Wenzel Automotive 401(K) Plan, reported by Todd Wenzel Buick Gmc, Inc. under EIN 38-2112492 and plan number 001. It reports 344 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.8MReported net assets$4,797,036
Participants344
Provider compensation$95.5K6 Schedule C row(s)$95,540
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241217085307NAL0001426819001
Plan sponsor
Todd Wenzel Buick Gmc, Inc.
EIN
38-2112492
Plan number
001
Location
Grand Rapids, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$416.6K
Benefits paid / distributions$361.5K
Contributions
Employer$0
Participant$940.9K
Full reported line items
Total assets (EOY)
$4,797,036
Total liabilities (EOY)
$0
Net assets (EOY)
$4,797,036
Employer contributions
$0
Participant contributions
$940,884
Total income / additions
$1,619,536
Benefits paid
$361,500
Administrative expenses
$55,098
Total expenses
$416,598
Net increase / (decrease)
$1,202,938
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $47.7K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $40.4K
  3. 3
    OTHER · Direct $4.7K
  4. 4
    INVESTMENT MGMT · Direct $1.5K
  5. 5
    OTHER · Direct $782
  6. 6
    OTHER · Direct $489

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241217085307NAL0001426819001 cover?
It is the 2023 Form 5500 filing for Todd Wenzel Automotive 401(K) Plan, reported by Todd Wenzel Buick Gmc, Inc. (EIN 38-2112492).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages