2023 Form 5500 filing — Chris Auffenberg Automotive 401(K) Profit Sharing 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 20241007150620NAL0032149250001) for Chris Auffenberg Automotive 401(K) Profit Sharing Plan, reported by Chris Auffenberg Ford, Inc. under EIN 43-1458848 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.7MReported net assets$10,742,304
Participants186
Provider compensation$68.2K2 Schedule C row(s)$68,218
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007150620NAL0032149250001
- Plan sponsor
- Chris Auffenberg Ford, Inc.
- EIN
- 43-1458848
- Plan number
- 001
- Location
- Kirkwood, MO
- Received date
- not reported in the loaded dataset
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)$10.7M total assets
Net assets$10.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,742,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,742,304
- Employer contributions
- $186,881
- Participant contributions
- $502,380
- Total income / additions
- $2,277,355
- Benefits paid
- $1,544,415
- Administrative expenses
- $68,218
- Total expenses
- $1,629,639
- Net increase / (decrease)
- $647,716
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Diversified Financial Advisors, LLC | INVESTMENT MANAGER | $53,766 | not reported in the loaded dataset |
| Pcs Retirement, LLC | CONTRACT ADMINISTRATOR | $14,452 | not reported in the loaded dataset |