2023 Form 5500 filing — Jack Schmitt Family Of Dealerships, Inc. 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 20241001062835NAL0003818083001) for Jack Schmitt Family Of Dealerships, Inc. 401(K) Plan, reported by Jack Schmitt Family Of Dealerships, Inc. under EIN 36-4186201 and plan number 001. It reports 233 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)$17.3MReported net assets$17,290,453
Participants233
Provider compensation$52.7K2 Schedule C row(s)$52,691
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001062835NAL0003818083001
Plan sponsor
Jack Schmitt Family Of Dealerships, Inc.
EIN
36-4186201
Plan number
001
Location
O Fallon, IL
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)$17.3M total assets
Net assets$17.3MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$461.8K
Participant$1M
Full reported line items
Total assets (EOY)
$17,290,453
Total liabilities (EOY)
$0
Net assets (EOY)
$17,290,453
Employer contributions
$461,778
Participant contributions
$1,042,241
Total income / additions
$3,830,539
Benefits paid
$1,125,656
Administrative expenses
$52,691
Total expenses
$1,211,220
Net increase / (decrease)
$2,619,319
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $48.5K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $4.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001062835NAL0003818083001 cover?
It is the 2023 Form 5500 filing for Jack Schmitt Family Of Dealerships, Inc. 401(K) Plan, reported by Jack Schmitt Family Of Dealerships, Inc. (EIN 36-4186201).
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