Hudiburg Auto Group 401(K) Plan — Form 5500 plan (Hudiburg Auto 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, Hudiburg Auto Group 401(K) Plan is a benefit plan reported by Hudiburg Auto Group, Inc. under EIN 73-1426691 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $13,035,243 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13MPlan net assets, end of year$13,035,243
Participants305Covered participants reported
Assets / participant$42.7KComputed: assets ÷ participants$42,739 (computed)
Provider compensation$40.6K4 Schedule C provider row(s)$40,606
Plan sponsor
Hudiburg Auto Group, Inc.
EIN
73-1426691
Plan number
001
Plan type
2
Location
Midwest City, OK
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20240926155943NAL0001603760001
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)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$4.4M
Benefits paid / distributions$4.3M
Contributions
Employer$33K
Participant$183.7K
Full reported line items

Net assets

Total assets (EOY)
$13,035,243
Total liabilities (EOY)
$0
Net assets (EOY)
$13,035,243
Net assets (BOY)
$15,413,350

Income & contributions

Employer contributions
$33,002
Participant contributions
$183,652
Total contributions
$250,633
Total income / additions
$1,974,243

Expenses & distributions

Benefits paid
$4,304,049
Administrative expenses
$43,426
Total expenses
$4,352,350
Net increase / (decrease)
-$2,378,107
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 assets33%Computed ratio
Benefits paid ÷ total income218%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Insurance Services, Inc.SERVICE PROVIDER$0$20,1262023
Sweeney MontgomerySERVICE PROVIDER$0$13,4172023
AscensusTHIRD PARTY ADMINISTRATO$0$7,0632023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages