2023 Form 5500 filing — Uftring Automotive Group 401(K) Plan And Trust

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 20241002135902NAL0004854131001) for Uftring Automotive Group 401(K) Plan And Trust, reported by Uftring Chevrolet, Inc. under EIN 37-1120950 and plan number 001. It reports 375 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)$26.6MReported net assets$26,617,922

Participants375

Provider compensation$112.2K2 Schedule C row(s)$112,214

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002135902NAL0004854131001
Plan sponsor: Uftring Chevrolet, Inc.
EIN: 37-1120950
Plan number: 001
Location: Washington, 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)$26.7M total assets

Net assets$26.6MLiabilities$34.7K

Money in vs. money out

Total income / additions$4.9M

Total expenses$1.9M

Benefits paid / distributions$1.7M

Contributions

Employer$196K

Participant$1.5M

Full reported line items

Total assets (EOY): $26,652,648
Total liabilities (EOY): $34,726
Net assets (EOY): $26,617,922
Employer contributions: $195,978
Participant contributions: $1,516,767
Total income / additions: $4,880,146
Benefits paid: $1,720,973
Administrative expenses: $112,208
Total expenses: $1,867,907
Net increase / (decrease): $3,012,239

Schedule C

Reported service provider compensation

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

1
Guardian Wealth Management, Inc$60.5K
INVESTMENT ADVISORY · Direct $60.5K · Indirect $6
2
Principal Life Insurance Company$51.7K
CONTRACT ADMINISTRATOR · Direct $51.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002135902NAL0004854131001 cover?: It is the 2023 Form 5500 filing for Uftring Automotive Group 401(K) Plan And Trust, reported by Uftring Chevrolet, Inc. (EIN 37-1120950).
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).