Wolfchase Honda-Nissan Retirement Plan — Form 5500 plan (Schaeffer Automotive Group, 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, Wolfchase Honda-Nissan Retirement Plan is a benefit plan reported by Schaeffer Automotive Group, Inc. under EIN 62-1494129 and plan number 333. The latest loaded filing year is 2023. The filing reports 190 participants and $6,675,701 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schaeffer Automotive Group, Inc.
EIN
62-1494129
Plan number
333
Plan type
2
Location
Bartlett, TN
Latest filing year
2023
Participants
190
End-of-year plan assets
$6,675,701

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240926120315NAL0000367251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,675,701
Total liabilities (EOY)
$0
Net assets (EOY)
$6,675,701
Net assets (BOY)
$5,523,515

Income & contributions

Employer contributions
$129,521
Participant contributions
$464,548
Total contributions
$594,069
Total income / additions
$1,511,608

Expenses & distributions

Benefits paid
$304,021
Administrative expenses
$49,491
Total expenses
$359,422
Net increase / (decrease)
$1,152,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Onedigital Investment Advisors, LLCSERVICE PROVIDER$0$21,1022023
Acuff & Associates, Inc.TPA$0$2,9172023

Related Form 5500 pages