2023 Form 5500 filing — Feldman Automotive 401(K) Plan & Trust
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 20240820065146NAL0002277825001) for Feldman Automotive 401(K) Plan & Trust, reported by Liberty Chevrolet, Inc. under EIN 32-0082440 and plan number 001. It reports 1,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820065146NAL0002277825001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Liberty Chevrolet, Inc.
- EIN
- 32-0082440
- Plan number
- 001
- Location
- New Hudson, MI
- Participants
- 1,186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,597,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,597,927
- Employer contributions
- $613,968
- Participant contributions
- $5,225,736
- Total income / additions
- $9,489,002
- Benefits paid
- $3,975,132
- Administrative expenses
- $111,914
- Total expenses
- $4,087,046
- Net increase / (decrease)
- $5,401,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $83,307 | not reported in the loaded dataset |
| Captrust Investment Advisors | INVESTMENT ADVISOR | $38,445 | not reported in the loaded dataset |
| Charles Schwab Bank Trust | NONE | $0 | $5,909 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |