Plan5500

Jim Riehl'S Friendly Auto Group 401(K) Plan — Form 5500 plan (Jim Riehl'S Friendly Chrysler Jeep, 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, Jim Riehl'S Friendly Auto Group 401(K) Plan is a benefit plan reported by Jim Riehl'S Friendly Chrysler Jeep, Inc. under EIN 38-2767413 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $14,586,685 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.6MPlan net assets, end of year$14,586,685
Participants306Covered participants reported
Assets / participant$47.7KComputed: assets ÷ participants$47,669 (computed)
Provider compensation$41.3K3 Schedule C provider row(s)$41,294
Plan sponsor
Jim Riehl'S Friendly Chrysler Jeep, Inc.
EIN
38-2767413
Plan number
001
Plan type
2
Location
Warren, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    306 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$268.9K
Participant$945.3K
Full reported line items

Net assets

Total assets (EOY)
$14,586,685
Total liabilities (EOY)
$0
Net assets (EOY)
$14,586,685
Net assets (BOY)
$13,633,899

Income & contributions

Employer contributions
$268,929
Participant contributions
$945,315
Total contributions
$1,214,244
Total income / additions
$3,148,785

Expenses & distributions

Benefits paid
$2,146,333
Administrative expenses
$10,488
Total expenses
$2,195,999
Net increase / (decrease)
$952,786
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Investment Svcs$30.8K
    BROKER/ADVISER · Direct $0 · Indirect $30.8K
  2. 2
    Empower Advisory Group, LLC$9.6K
    INVESTMENT MGMT · Direct $9.6K
  3. 3
    Empower Annuity Insurance Company O$862
    RECORDKEEPER · Direct $862 · Indirect $0

Related Form 5500 pages