2023 Form 5500 filing — Henry Brown Auto Group 401(K) 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 20241006213552NAL0029163410001) for Henry Brown Auto Group 401(K) Retirement Plan, reported by Henry Brown Auto Group, LLC under EIN 26-0624836 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006213552NAL0029163410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Brown Auto Group, LLC
- EIN
- 26-0624836
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,221,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,221,316
- Employer contributions
- $111,483
- Participant contributions
- $801,758
- Total income / additions
- $1,969,338
- Benefits paid
- $425,463
- Administrative expenses
- $33,734
- Total expenses
- $463,895
- Net increase / (decrease)
- $1,505,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT ADVISOR | $15,530 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,442 | $0 |
| Loren D Stark Company | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset |
| Lebenson Actuarial Services Inc | CONTRACT ADMIN | $450 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20 | not reported in the loaded dataset |