2023 Form 5500 filing — Hertrich Family Of Automobile Dealers 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 20240930121334NAL0002606547001) for Hertrich Family Of Automobile Dealers 401 (K) Plan, reported by Hertrich Family Of Automobile Dealers under EIN 51-0302019 and plan number 001. It reports 1,014 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930121334NAL0002606547001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hertrich Family Of Automobile Dealers
- EIN
- 51-0302019
- Plan number
- 001
- Location
- Seaford, DE
- Participants
- 1,014
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,610,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,610,155
- Employer contributions
- $1,173,251
- Participant contributions
- $3,251,211
- Total income / additions
- $11,434,371
- Benefits paid
- $3,264,054
- Administrative expenses
- $276,834
- Total expenses
- $3,618,055
- Net increase / (decrease)
- $7,816,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | RIA | $44,502 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORD KEEPER | $11,373 | not reported in the loaded dataset |