2023 Form 5500 filing — The Sheehy Organization 401(K) 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 20241010101006NAL0009893603001) for The Sheehy Organization 401(K) Savings Plan, reported by Sheehy Auto Stores, Inc. under EIN 54-1952240 and plan number 001. It reports 2,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101006NAL0009893603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheehy Auto Stores, Inc.
- EIN
- 54-1952240
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 2,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,742,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,742,722
- Employer contributions
- $4,428,619
- Participant contributions
- $9,732,232
- Total income / additions
- $31,106,019
- Benefits paid
- $6,645,636
- Administrative expenses
- $358,015
- Total expenses
- $7,142,195
- Net increase / (decrease)
- $23,963,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $243,272 | $0 |
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $90,092 | $0 |
| Baker Tilly Us, Llp | ACCOUNTANT | $12,325 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |