Dan Wolf Automotive Group 401(K) Plan — Form 5500 plan (Dan Wolf Automotive Group)
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, Dan Wolf Automotive Group 401(K) Plan is a benefit plan reported by Dan Wolf Automotive Group under EIN 36-2720208 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $14,776,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dan Wolf Automotive Group
- EIN
- 36-2720208
- Plan number
- 001
- Plan type
- 2
- Location
- Naperville, IL
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $14,776,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240919115523NAL0003527779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,776,474
- Net assets (EOY)
- $14,776,474
- Net assets (BOY)
- $13,043,261
Income & contributions
- Employer contributions
- $287,854
- Participant contributions
- $1,210,273
- Total contributions
- $1,546,631
- Total income / additions
- $4,488,707
Expenses & distributions
- Benefits paid
- $2,651,860
- Administrative expenses
- $96,164
- Total expenses
- $2,755,494
- Net increase / (decrease)
- $1,733,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | ADVISOR INVES TMENT MA | $41,680 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $26,524 | not reported in the loaded dataset | 2023 |
| Retirement Solution Group | THIRD PARTY A DMINISTRATO | $6,315 | not reported in the loaded dataset | 2023 |