2023 Form 5500 filing — Mcdonald Automotive Group Salary Deferral 401(K) 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 20240913101711NAL0005896435001) for Mcdonald Automotive Group Salary Deferral 401(K) Plan, reported by Continental Volkswagon LLC under EIN 85-0136821 and plan number 001. It reports 840 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)$22MReported net assets$22,038,207
Participants840
Provider compensation$231.7K4 Schedule C row(s)$231,698
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913101711NAL0005896435001
- Plan sponsor
- Continental Volkswagon LLC
- EIN
- 85-0136821
- Plan number
- 001
- Location
- Littleton, CO
- Received date
- not reported in the loaded dataset
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)$22M total assets
Net assets$22MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,038,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,038,207
- Employer contributions
- $1,658,822
- Participant contributions
- $2,819,955
- Total income / additions
- $7,122,488
- Benefits paid
- $1,337,779
- Administrative expenses
- $234,314
- Total expenses
- $1,599,450
- Net increase / (decrease)
- $5,523,038
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wakefield Asset Management Lllp | INVESTMENT/FINANCIAL ADVI | $157,142 | $0 |
| Adp, Inc. | RECORD KEEPER | $74,450 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $106 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |