2023 Form 5500 filing — Bobby Rahal Automotive Group 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 20241003092624NAL0005622099001) for Bobby Rahal Automotive Group 401(K) Plan, reported by Team Rahal Of Mechanicsburg, Inc. under EIN 25-1660262 and plan number 001. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003092624NAL0005622099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Team Rahal Of Mechanicsburg, Inc.
- EIN
- 25-1660262
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,695,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,695,407
- Employer contributions
- $1,009,772
- Participant contributions
- $3,486,810
- Total income / additions
- $11,585,263
- Benefits paid
- $3,755,182
- Administrative expenses
- $149,595
- Total expenses
- $3,929,805
- Net increase / (decrease)
- $7,655,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,091 | $0 |
| Capfinancial Partners LLC Dba Captr | OTHER | $9,430 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,101 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset |