2023 Form 5500 filing — Chapman Automotive Group 401(K) Plan And Trust
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 20241010113531NAL0011422179001) for Chapman Automotive Group 401(K) Plan And Trust, reported by Chapman Automotive Group, L.L.C. under EIN 86-0842909 and plan number 001. It reports 2,004 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113531NAL0011422179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapman Automotive Group, L.L.C.
- EIN
- 86-0842909
- Plan number
- 001
- Location
- Chandler, AZ
- Participants
- 2,004
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,641,905
- Total liabilities (EOY)
- $320,028
- Net assets (EOY)
- $82,321,877
- Employer contributions
- $2,180,832
- Participant contributions
- $6,830,821
- Total income / additions
- $20,189,674
- Benefits paid
- $5,368,977
- Administrative expenses
- $286,947
- Total expenses
- $5,974,893
- Net increase / (decrease)
- $14,214,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $44,262 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $21,539 | $0 |
| Wilshire Associates Inc (Usa) | RIA | $14,285 | $0 |