2023 Form 5500 filing — Wolfchase Honda-Nissan Retirement 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 20240926120315NAL0000367251001) for Wolfchase Honda-Nissan Retirement Plan, reported by Schaeffer Automotive Group, Inc. under EIN 62-1494129 and plan number 333. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926120315NAL0000367251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schaeffer Automotive Group, Inc.
- EIN
- 62-1494129
- Plan number
- 333
- Location
- Bartlett, TN
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,675,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,675,701
- Employer contributions
- $129,521
- Participant contributions
- $464,548
- Total income / additions
- $1,511,608
- Benefits paid
- $304,021
- Administrative expenses
- $49,491
- Total expenses
- $359,422
- Net increase / (decrease)
- $1,152,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors, LLC | SERVICE PROVIDER | $0 | $21,102 |
| Acuff & Associates, Inc. | TPA | $0 | $2,917 |