2023 Form 5500 filing — Smith Automotive Group 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 20250307164220NAL0006288403001) for Smith Automotive Group 401(K) Plan, reported by Smith Automotive Group, LLC under EIN 83-1658487 and plan number 001. It reports 361 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)$3.8MReported net assets$3,750,978
Participants361
Provider compensation$13.8K1 Schedule C row(s)$13,848
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250307164220NAL0006288403001
- Plan sponsor
- Smith Automotive Group, LLC
- EIN
- 83-1658487
- Plan number
- 001
- Location
- Morrow, GA
- Received date
- not reported in the loaded dataset
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,750,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,750,978
- Employer contributions
- $95,316
- Participant contributions
- $800,173
- Total income / additions
- $1,393,622
- Benefits paid
- $781,813
- Administrative expenses
- $15,357
- Total expenses
- $797,170
- Net increase / (decrease)
- $596,452
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentry Life Insurance Company | RECORDKEEPER | $13,848 | $0 |