Lou Fusz Automotive Network Retirement Savings Plan — Form 5500 plan (Lou Fusz Automotive Network, 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, Lou Fusz Automotive Network Retirement Savings Plan is a benefit plan reported by Lou Fusz Automotive Network, Inc. under EIN 43-1502088 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,082 participants and $74,470,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lou Fusz Automotive Network, Inc.
EIN
43-1502088
Plan number
002
Plan type
2
Location
Earth City, MO
Latest filing year
2023
Participants
1,082
End-of-year plan assets
$74,470,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,082H, C20241015131020NAL0016458771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$74,470,160
Total liabilities (EOY)
$0
Net assets (EOY)
$74,470,160
Net assets (BOY)
$64,307,453

Income & contributions

Employer contributions
$1,572,196
Participant contributions
$4,079,268
Total contributions
$5,768,056
Total income / additions
$17,244,886

Expenses & distributions

Benefits paid
$6,913,658
Administrative expenses
$168,521
Total expenses
$7,082,179
Net increase / (decrease)
$10,162,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$168,520$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$76,6092023

Related Form 5500 pages