2023 Form 5500 filing — Bush Auto Group Retirement Fund

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 20240808130804NAL0005078513001) for Bush Auto Group Retirement Fund, reported by Infiniti Of West Chester, Inc. under EIN 73-1670629 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$6.8MReported net assets$6,769,382
Participants195
Provider compensation$47.4K3 Schedule C row(s)$47,357
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240808130804NAL0005078513001
Plan sponsor
Infiniti Of West Chester, Inc.
EIN
73-1670629
Plan number
001
Location
West Chester, PA
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.

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$7
Money in vs. money out
Total income / additions$1.6M
Total expenses$977.4K
Benefits paid / distributions$920.9K
Contributions
Employer$75.6K
Participant$496.1K
Full reported line items
Total assets (EOY)
$6,769,389
Total liabilities (EOY)
$7
Net assets (EOY)
$6,769,382
Employer contributions
$75,626
Participant contributions
$496,068
Total income / additions
$1,574,556
Benefits paid
$920,920
Administrative expenses
$47,357
Total expenses
$977,378
Net increase / (decrease)
$597,178
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $36.3K · Indirect $0
  2. 2
    THIRD PARTY ADMINISTRATOR · Direct $6K
  3. 3
    INVESTMENT MGR · Direct $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808130804NAL0005078513001 cover?
It is the 2023 Form 5500 filing for Bush Auto Group Retirement Fund, reported by Infiniti Of West Chester, Inc. (EIN 73-1670629).
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