2023 Form 5500 filing — Pohanka Oldsmobile Gmc 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 20241001062537NAL0003100483001) for Pohanka Oldsmobile Gmc 401(K) Plan, reported by Pohanka Oldsmobile Gmc under EIN 52-1243089 and plan number 002. It reports 221 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)$14.1MReported net assets$14,117,737
Participants221
Provider compensation$44.3K2 Schedule C row(s)$44,321
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001062537NAL0003100483001
Plan sponsor
Pohanka Oldsmobile Gmc
EIN
52-1243089
Plan number
002
Location
Chantilly, VA
Received date
not reported in the loaded dataset
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)$14.1M total assets
Net assets$14.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$758.2K
Benefits paid / distributions$704.4K
Contributions
Employer$276.1K
Participant$742.8K
Full reported line items
Total assets (EOY)
$14,117,737
Total liabilities (EOY)
$0
Net assets (EOY)
$14,117,737
Employer contributions
$276,114
Participant contributions
$742,780
Total income / additions
$2,564,725
Benefits paid
$704,366
Administrative expenses
$49,003
Total expenses
$758,238
Net increase / (decrease)
$1,806,487

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$43,691$0
Empower Advisory Group, LLCINVESTMENT MGMT$630not reported in the loaded dataset

Related Form 5500 pages