Plan5500

Wolfe Automotive Group 401(K) Savings Plan — Form 5500 plan (Wolfe Automotive Group, LLC)

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, Wolfe Automotive Group 401(K) Savings Plan is a benefit plan reported by Wolfe Automotive Group, LLC under EIN 43-1811219 and plan number 333. The latest loaded filing year is 2023. The filing reports 525 participants and $21,916,635 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.9MPlan net assets, end of year$21,861,207
Participants525Covered participants reported
Assets / participant$41.7KComputed: assets ÷ participants$41,746 (computed)
Provider compensation$13.2K1 Schedule C provider row(s)$13,221
Plan sponsor
Wolfe Automotive Group, LLC
EIN
43-1811219
Plan number
333
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    525 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)$21.9M total assets
Net assets$21.9MLiabilities$55.4K
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$326.2K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$21,916,635
Total liabilities (EOY)
$55,428
Net assets (EOY)
$21,861,207
Net assets (BOY)
$18,578,836

Income & contributions

Employer contributions
$326,244
Participant contributions
$1,782,299
Total contributions
$2,108,543
Total income / additions
$4,752,032

Expenses & distributions

Benefits paid
$1,456,846
Administrative expenses
$12,815
Total expenses
$1,469,661
Net increase / (decrease)
$3,282,371
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 15%Participant 85%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%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
    Merrill Lynch, Pierce, Fenner And S$13.2K
    RECORDKEEPER · Direct $13.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Wolfe Automotive Group 401(K) Savings Plan?
Wolfe Automotive Group 401(K) Savings Plan is reported as sponsored by Wolfe Automotive Group, LLC (EIN 43-1811219, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wolfe Automotive Group 401(K) Savings Plan?
The latest Form 5500 filing year loaded for Wolfe Automotive Group 401(K) Savings Plan is 2023.
How many participants does Wolfe Automotive Group 401(K) Savings Plan report?
Wolfe Automotive Group 401(K) Savings Plan reports 525 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wolfe Automotive Group 401(K) Savings Plan?
Wolfe Automotive Group 401(K) Savings Plan reports $21,916,635 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages