2023 Form 5500 filing — Bommarito Automotive Group 401(K) Retirement 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 20241011092749NAL0010770003001) for Bommarito Automotive Group 401(K) Retirement Plan, reported by Frank Bommarito Oldsmobile, Inc. under EIN 43-0969891 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092749NAL0010770003001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Frank Bommarito Oldsmobile, Inc.
- EIN
- 43-0969891
- Plan number
- 001
- Location
- Ellisville, MO
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,438,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,438,791
- Employer contributions
- $143,704
- Participant contributions
- $2,265,389
- Total income / additions
- $6,940,171
- Benefits paid
- $1,741,016
- Administrative expenses
- $65,715
- Total expenses
- $1,810,604
- Net increase / (decrease)
- $5,129,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,715 | $0 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $37,659 |