West Jeff Auto Sales D/B/A Hawk Auto 401(K) Plan — Form 5500 plan (West Jeff Auto Sales)
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, West Jeff Auto Sales D/B/A Hawk Auto 401(K) Plan is a benefit plan reported by West Jeff Auto Sales under EIN 82-0578220 and plan number 001. The latest loaded filing year is 2023. The filing reports 612 participants and $13,464,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Jeff Auto Sales
- EIN
- 82-0578220
- Plan number
- 001
- Plan type
- 2
- Location
- Westmont, IL
- Latest filing year
- 2023
- Participants
- 612
- End-of-year plan assets
- $13,464,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 612 | H, C | 20241011104000NAL0021689073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,464,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,464,155
- Net assets (BOY)
- $11,381,192
Income & contributions
- Employer contributions
- $202,425
- Participant contributions
- $1,739,228
- Total contributions
- $2,059,915
- Total income / additions
- $4,337,811
Expenses & distributions
- Benefits paid
- $2,122,638
- Administrative expenses
- $76,452
- Total expenses
- $2,254,848
- Net increase / (decrease)
- $2,082,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wayne Hummer Investments, LLC | INVESTMENT/FINANCIAL ADVI | $41,159 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $35,291 | $0 | 2023 |