2023 Form 5500 filing — Koons Automotive Group Retirement Savings 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 20241007075741NAL0014906801001) for Koons Automotive Group Retirement Savings Plan, reported by Jim Koons Management Company, Inc. under EIN 52-1476401 and plan number 001. It reports 2,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007075741NAL0014906801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jim Koons Management Company, Inc.
- EIN
- 52-1476401
- Plan number
- 001
- Location
- Vienna, VA
- Participants
- 2,270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,771,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,771,664
- Employer contributions
- $2,756,494
- Participant contributions
- $11,418,984
- Total income / additions
- $36,286,184
- Benefits paid
- $15,415,907
- Administrative expenses
- $225,787
- Total expenses
- $15,654,084
- Net increase / (decrease)
- $20,632,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | ADVISOR | $113,448 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $46,203 | $0 |
| Cetera Investment Advisors LLC | ADVISOR | $39,887 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $26,250 | not reported in the loaded dataset |