2023 Form 5500 filing — Bachman Auto Group 401(K) Savings And Investment 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 20240918154726NAL0004584129001) for Bachman Auto Group 401(K) Savings And Investment Plan, reported by Bachman Auto Group, Inc. under EIN 61-1083122 and plan number 001. It reports 453 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)$25.4MReported net assets$25,440,492

Participants453

Provider compensation$92.4K2 Schedule C row(s)$92,425

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240918154726NAL0004584129001
Plan sponsor: Bachman Auto Group, Inc.
EIN: 61-1083122
Plan number: 001
Location: Louisville, KY
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)$25.4M total assets

Net assets$25.4MLiabilities$0

Money in vs. money out

Total income / additions$6M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$272.9K

Participant$1.6M

Full reported line items

Total assets (EOY): $25,440,492
Total liabilities (EOY): $0
Net assets (EOY): $25,440,492
Employer contributions: $272,937
Participant contributions: $1,631,940
Total income / additions: $6,008,705
Benefits paid: $1,665,717
Administrative expenses: $92,425
Total expenses: $1,758,142
Net increase / (decrease): $4,250,563

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$92.4K
CONTRACT ADMINISTRATOR · Direct $92.4K · Indirect $0
2
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918154726NAL0004584129001 cover?: It is the 2023 Form 5500 filing for Bachman Auto Group 401(K) Savings And Investment Plan, reported by Bachman Auto Group, Inc. (EIN 61-1083122).
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).