2023 Form 5500 filing — Ewald Automotive Group Retirement 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 20241002151755NAL0004971987001) for Ewald Automotive Group Retirement Plan, reported by Ewald Automotive Group under EIN 39-1766730 and plan number 001. It reports 429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$28.8MReported net assets$28,836,723
Participants429
Provider compensation$74.8K4 Schedule C row(s)$74,820
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002151755NAL0004971987001
Plan sponsor
Ewald Automotive Group
EIN
39-1766730
Plan number
001
Location
Delafield, WI
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)$28.8M total assets
Net assets$28.8MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.9M
Benefits paid / distributions$1.7M
Contributions
Employer$300.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$28,836,723
Total liabilities (EOY)
$0
Net assets (EOY)
$28,836,723
Employer contributions
$300,753
Participant contributions
$1,729,944
Total income / additions
$6,636,304
Benefits paid
$1,743,577
Administrative expenses
$74,820
Total expenses
$1,905,151
Net increase / (decrease)
$4,731,153
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $51.3K
  2. 2
    NONE · Direct $12.5K
  3. 3
  4. 4
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002151755NAL0004971987001 cover?
It is the 2023 Form 5500 filing for Ewald Automotive Group Retirement Plan, reported by Ewald Automotive Group (EIN 39-1766730).
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