2023 Form 5500 filing — Dan Wolf Automotive Group 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 20240919115523NAL0003527779001) for Dan Wolf Automotive Group 401(K) Plan, reported by Dan Wolf Automotive Group under EIN 36-2720208 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919115523NAL0003527779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dan Wolf Automotive Group
- EIN
- 36-2720208
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,776,474
- Net assets (EOY)
- $14,776,474
- Employer contributions
- $287,854
- Participant contributions
- $1,210,273
- Total income / additions
- $4,488,707
- Benefits paid
- $2,651,860
- Administrative expenses
- $96,164
- Total expenses
- $2,755,494
- Net increase / (decrease)
- $1,733,213
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | ADVISOR INVES TMENT MA | $41,680 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $26,524 | not reported in the loaded dataset |
| Retirement Solution Group | THIRD PARTY A DMINISTRATO | $6,315 | not reported in the loaded dataset |