2023 Form 5500 filing — Auffenberg Union Employees' 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 20241004074527NAL0011121185001) for Auffenberg Union Employees' 401(K) Plan, reported by Auffenberg Hyundai, Inc. under EIN 37-1245316 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004074527NAL0011121185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auffenberg Hyundai, Inc.
- EIN
- 37-1245316
- Plan number
- 002
- Location
- O Fallon, IL
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,428,410
- Total liabilities (EOY)
- $850
- Net assets (EOY)
- $6,427,560
- Employer contributions
- $494,275
- Participant contributions
- $279,277
- Total income / additions
- $1,751,953
- Benefits paid
- $814,789
- Administrative expenses
- $46,725
- Total expenses
- $875,471
- Net increase / (decrease)
- $876,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | CONTRACT ADMINISTRATOR | $26,641 | $0 |
| Diversified Financial Advisors | INVESTMENT MANAGER | $20,084 | $0 |