2023 Form 5500 filing — Dealer-Fx, Inc. Retirement Saving 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 20240731085715NAL0021971073001) for Dealer-Fx, Inc. Retirement Saving Plan, reported by Dealer-Fx Incorporated under EIN 26-1252505 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants149
Provider compensation$24.8K2 Schedule C row(s)$24,844
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731085715NAL0021971073001
Plan sponsor
Dealer-Fx Incorporated
EIN
26-1252505
Plan number
001
Location
not reported in the loaded dataset
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$919.8K
Total expenses$219.9K
Benefits paid / distributions$194.3K
Contributions
EmployerNot reported
Participant$505.6K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Participant contributions
$505,599
Total income / additions
$919,808
Benefits paid
$194,271
Administrative expenses
$25,679
Total expenses
$219,950
Net increase / (decrease)
$699,858
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $18.6K · Indirect $0
  2. 2
    ADVISORY · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731085715NAL0021971073001 cover?
It is the 2023 Form 5500 filing for Dealer-Fx, Inc. Retirement Saving Plan, reported by Dealer-Fx Incorporated (EIN 26-1252505).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages