2023 Form 5500 filing — Anderson Auto Group 401(K) Profit Sharing 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 20240821114730NAL0001959251001) for Anderson Auto Group 401(K) Profit Sharing Plan & Trust, reported by Aai, Inc. under EIN 47-0769916 and plan number 001. It reports 555 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)$10.9MReported net assets$10,888,652
Participants555
Provider compensation$61K3 Schedule C row(s)$60,952
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240821114730NAL0001959251001
Plan sponsor
Aai, Inc.
EIN
47-0769916
Plan number
001
Location
Lincoln, NE
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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$808.8K
Benefits paid / distributions$735K
Contributions
Employer$420.9K
Participant$846.3K
Full reported line items
Total assets (EOY)
$10,888,652
Total liabilities (EOY)
$0
Net assets (EOY)
$10,888,652
Employer contributions
$420,913
Participant contributions
$846,261
Total income / additions
$3,198,427
Benefits paid
$735,045
Administrative expenses
$60,952
Total expenses
$808,761
Net increase / (decrease)
$2,389,666
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26K · Indirect $0
  2. 2
    ADVISOR · Direct $25K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821114730NAL0001959251001 cover?
It is the 2023 Form 5500 filing for Anderson Auto Group 401(K) Profit Sharing Plan & Trust, reported by Aai, Inc. (EIN 47-0769916).
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