2023 Form 5500 filing — Andrew 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 20251216104540NAL0002503857001) for Andrew Automotive Group 401(K) Plan, reported by Andrew Chevrolet, Inc. under EIN 39-1764755 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251216104540NAL0002503857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Andrew Chevrolet, Inc.
- EIN
- 39-1764755
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,265,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,265,285
- Employer contributions
- $156,090
- Participant contributions
- $605,142
- Total income / additions
- $2,562,191
- Benefits paid
- $216,566
- Administrative expenses
- $4,782
- Total expenses
- $221,348
- Net increase / (decrease)
- $2,340,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Belpointe Asset Management, LLC | SERVICE PROVIDER | $0 | $25,037 |
| The Retirement Advantage, Inc | TPA | $0 | $8,681 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $0 | $0 |