2023 Form 5500 filing — O'Daniel Automotive Group 401(K) 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 20240927104745NAL0001934561001) for O'Daniel Automotive Group 401(K) Savings Plan, reported by O'Daniel Automotive, Inc. under EIN 35-2026878 and plan number 001. It reports 254 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)$14.5MReported net assets$14,544,364
Participants254
Provider compensation$72.4K2 Schedule C row(s)$72,414
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927104745NAL0001934561001
Plan sponsor
O'Daniel Automotive, Inc.
EIN
35-2026878
Plan number
001
Location
Fort Wayne, IN
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)$14.5M total assets
Net assets$14.5MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$172.1K
Participant$993K
Full reported line items
Total assets (EOY)
$14,544,364
Total liabilities (EOY)
$0
Net assets (EOY)
$14,544,364
Employer contributions
$172,073
Participant contributions
$993,042
Total income / additions
$3,499,128
Benefits paid
$1,461,396
Administrative expenses
$72,414
Total expenses
$1,533,810
Net increase / (decrease)
$1,965,318
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $47.5K
  2. 2
    RECORDKEEPER · Direct $24.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927104745NAL0001934561001 cover?
It is the 2023 Form 5500 filing for O'Daniel Automotive Group 401(K) Savings Plan, reported by O'Daniel Automotive, Inc. (EIN 35-2026878).
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).

Related Form 5500 pages