Jeff Wyler Automotive Family, Inc. Health And Welfare Benefit Trust — Form 5500 plan (Jeff Wyler Automotive Family, Inc.)
Plain-English plan 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, Jeff Wyler Automotive Family, Inc. Health And Welfare Benefit Trust is a benefit plan reported by Jeff Wyler Automotive Family, Inc. under EIN 31-0842514 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,489 participants and $2,750,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeff Wyler Automotive Family, Inc.
- EIN
- 31-0842514
- Plan number
- 501
- Plan type
- 2
- Location
- Milford, OH
- Latest filing year
- 2023
- Participants
- 1,489
- End-of-year plan assets
- $2,750,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,489 | H | 20241211110007NAL0008283635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,750,522
- Total liabilities (EOY)
- $1,658,594
- Net assets (EOY)
- $1,091,928
- Net assets (BOY)
- $622,083
Income & contributions
- Employer contributions
- $10,473,353
- Participant contributions
- $3,508,270
- Total contributions
- $13,981,623
- Total income / additions
- $14,053,684
Expenses & distributions
- Benefits paid
- $13,576,681
- Administrative expenses
- $7,158
- Total expenses
- $13,583,839
- Net increase / (decrease)
- $469,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.