2023 Form 5500 filing — O'Brien Auto Team 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 20241009173711NAL0033562752001) for O'Brien Auto Team 401(K) Plan, reported by O'Brien Auto Team, Inc. under EIN 01-0631714 and plan number 333. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009173711NAL0033562752001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- O'Brien Auto Team, Inc.
- EIN
- 01-0631714
- Plan number
- 333
- Location
- Normal, IL
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,766,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,766,013
- Employer contributions
- $47,416
- Participant contributions
- $744,814
- Total income / additions
- $1,917,401
- Benefits paid
- $756,007
- Administrative expenses
- $82,499
- Total expenses
- $860,922
- Net increase / (decrease)
- $1,056,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEER | $47,649 | $0 |
| Cetera Advisor Networks LLC | BROKER/ ADVISOR | $0 | $27,740 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,577 | not reported in the loaded dataset |
| Aimpoint Group LLC | CONTRACT ADMIN | $15,673 | not reported in the loaded dataset |