2023 Form 5500 filing — Young Automotive Group 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722172023NAL0010894129001) for Young Automotive Group 401(K) Profit Sharing Plan, reported by Young Chevrolet Company under EIN 87-0253320 and plan number 003. It reports 1,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722172023NAL0010894129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Young Chevrolet Company
- EIN
- 87-0253320
- Plan number
- 003
- Location
- Layton, UT
- Participants
- 1,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,483,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,483,217
- Employer contributions
- $687,578
- Participant contributions
- $4,057,996
- Total income / additions
- $9,873,747
- Benefits paid
- $3,949,978
- Administrative expenses
- $103,978
- Total expenses
- $4,053,956
- Net increase / (decrease)
- $5,819,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $82,038 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $21,940 | $0 |