Chris Auffenberg Automotive 401(K) Profit Sharing Plan — Form 5500 plan (Chris Auffenberg Ford, 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, Chris Auffenberg Automotive 401(K) Profit Sharing Plan is a benefit plan reported by Chris Auffenberg Ford, Inc. under EIN 43-1458848 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $10,742,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chris Auffenberg Ford, Inc.
EIN
43-1458848
Plan number
001
Plan type
2
Location
Kirkwood, MO
Latest filing year
2023
Participants
186
End-of-year plan assets
$10,742,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241007150620NAL0032149250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,742,304
Total liabilities (EOY)
$0
Net assets (EOY)
$10,742,304
Net assets (BOY)
$10,094,588

Income & contributions

Employer contributions
$186,881
Participant contributions
$502,380
Total contributions
$689,261
Total income / additions
$2,277,355

Expenses & distributions

Benefits paid
$1,544,415
Administrative expenses
$68,218
Total expenses
$1,629,639
Net increase / (decrease)
$647,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Diversified Financial Advisors, LLCINVESTMENT MANAGER$53,766not reported in the loaded dataset2023
Pcs Retirement, LLCCONTRACT ADMINISTRATOR$14,452not reported in the loaded dataset2023

Related Form 5500 pages