2023 Form 5500 filing — Kahlig Enterprises, Inc. Dba Bluebonnet Motors 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 20240930122701NAL0003237923001) for Kahlig Enterprises, Inc. Dba Bluebonnet Motors 401(K) Plan, reported by Kahlig Enterprises, Inc. Dba Bluebonnet Motors under EIN 74-2340992 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930122701NAL0003237923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kahlig Enterprises, Inc. Dba Bluebonnet Motors
- EIN
- 74-2340992
- Plan number
- 001
- Location
- New Braunfels, TX
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,985,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,985,183
- Employer contributions
- $302,684
- Participant contributions
- $1,470,453
- Total income / additions
- $4,290,828
- Benefits paid
- $2,284,349
- Administrative expenses
- $51,757
- Total expenses
- $2,377,143
- Net increase / (decrease)
- $1,913,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,746 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $24,011 | not reported in the loaded dataset |