2023 Form 5500 filing — Mike Shaw Automotive 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 20241009141843NAL0010710371001) for Mike Shaw Automotive 401(K) Plan, reported by Mike Shaw Management, Inc. under EIN 33-1089191 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141843NAL0010710371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mike Shaw Management, Inc.
- EIN
- 33-1089191
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,486,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,486,840
- Employer contributions
- $46,828
- Participant contributions
- $704,904
- Total income / additions
- $1,730,334
- Benefits paid
- $728,162
- Administrative expenses
- $9,859
- Total expenses
- $734,912
- Net increase / (decrease)
- $995,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Securities LLC | ADVISOR | $0 | $16,666 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,859 | $0 |