2023 Form 5500 filing — Kahlig Auto Group Health Benefit 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 20250911155923NAL0000528464001) for Kahlig Auto Group Health Benefit Plan, reported by Kahlig Auto Group Health Benefit Trust under EIN 46-4230139 and plan number 514. It reports 1,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250911155923NAL0000528464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kahlig Auto Group Health Benefit Trust
- EIN
- 46-4230139
- Plan number
- 514
- Location
- San Antonio, TX
- Participants
- 1,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,497,310
- Total liabilities (EOY)
- $125,672
- Net assets (EOY)
- $3,371,638
- Employer contributions
- $5,783,972
- Participant contributions
- $5,058,143
- Total income / additions
- $10,946,076
- Benefits paid
- $9,274,925
- Administrative expenses
- $68,315
- Total expenses
- $9,343,240
- Net increase / (decrease)
- $1,602,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lane Gorman Trubitt LLC | NONE | $35,250 | not reported in the loaded dataset |
| Clark Hill Strasburger | NONE | $5,484 | not reported in the loaded dataset |