2023 Form 5500 filing — Heiser Automobile Dealerships 401(K) Profit Sharing 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 20240916101551NAL0000977587002) for Heiser Automobile Dealerships 401(K) Profit Sharing Plan, reported by Heiser Ford, Inc. under EIN 39-1181428 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916101551NAL0000977587002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heiser Ford, Inc.
- EIN
- 39-1181428
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,188,261
- Net assets (EOY)
- $13,188,261
- Employer contributions
- $114,885
- Participant contributions
- $1,121,312
- Total income / additions
- $3,459,516
- Benefits paid
- $809,511
- Administrative expenses
- $65,432
- Total expenses
- $874,943
- Net increase / (decrease)
- $2,584,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $55,532 | $0 |
| Vrakas Blum | AUDITOR | $9,900 | $0 |