2023 Form 5500 filing — Rizza Dealer Group Salary Savings 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 20240918135422NAL0002620371001) for Rizza Dealer Group Salary Savings Plan, reported by Joe Rizza Dealer Group under EIN 36-2943945 and plan number 004. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918135422NAL0002620371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Joe Rizza Dealer Group
- EIN
- 36-2943945
- Plan number
- 004
- Location
- Orland Park, IL
- Participants
- 340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,849,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,849,242
- Participant contributions
- $1,244,407
- Total income / additions
- $2,892,938
- Benefits paid
- $939,295
- Administrative expenses
- $86,782
- Total expenses
- $1,029,124
- Net increase / (decrease)
- $1,863,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401k Logic | INVESTMENT ADVISORY | $51,521 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,762 | $0 |
| Johnson, Peterek & Howse | ACCOUNTANT | $16,499 | not reported in the loaded dataset |