Rizza Dealer Group Salary Savings Plan — Form 5500 plan (Joe Rizza Dealer 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, Rizza Dealer Group Salary Savings Plan is a benefit plan reported by Joe Rizza Dealer Group under EIN 36-2943945 and plan number 004. The latest loaded filing year is 2023. The filing reports 340 participants and $13,849,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joe Rizza Dealer Group
- EIN
- 36-2943945
- Plan number
- 004
- Plan type
- 2
- Location
- Orland Park, IL
- Latest filing year
- 2023
- Participants
- 340
- End-of-year plan assets
- $13,849,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20240918135422NAL0002620371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,849,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,849,242
- Net assets (BOY)
- $11,985,428
Income & contributions
- Participant contributions
- $1,244,407
- Total contributions
- $1,251,244
- Total income / additions
- $2,892,938
Expenses & distributions
- Benefits paid
- $939,295
- Administrative expenses
- $86,782
- Total expenses
- $1,029,124
- Net increase / (decrease)
- $1,863,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Logic | INVESTMENT ADVISORY | $51,521 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,762 | $0 | 2023 |
| Johnson, Peterek & Howse | ACCOUNTANT | $16,499 | not reported in the loaded dataset | 2023 |