2023 Form 5500 filing — Sutton Auto Team Retirement 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 20250630135558NAL0011236545001) for Sutton Auto Team Retirement Plan, reported by Sutton Ford, Inc. under EIN 36-3669281 and plan number 003. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630135558NAL0011236545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutton Ford, Inc.
- EIN
- 36-3669281
- Plan number
- 003
- Location
- Matteson, IL
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,856,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,856,550
- Employer contributions
- $292,850
- Participant contributions
- $957,843
- Total income / additions
- $3,775,522
- Benefits paid
- $196,749
- Administrative expenses
- $42,239
- Total expenses
- $238,988
- Net increase / (decrease)
- $3,536,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Correll Co. | RECORDKEEPER | $27,052 | $0 |
| Mesirow Financial, Inc. | INVESTMENT SERVICES | $15,187 | $0 |