2023 Form 5500 filing — West Jeff Auto Sales D/B/A Hawk Auto 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 20241011104000NAL0021689073001) for West Jeff Auto Sales D/B/A Hawk Auto 401(K) Plan, reported by West Jeff Auto Sales under EIN 82-0578220 and plan number 001. It reports 612 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104000NAL0021689073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Jeff Auto Sales
- EIN
- 82-0578220
- Plan number
- 001
- Location
- Westmont, IL
- Participants
- 612
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,464,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,464,155
- Employer contributions
- $202,425
- Participant contributions
- $1,739,228
- Total income / additions
- $4,337,811
- Benefits paid
- $2,122,638
- Administrative expenses
- $76,452
- Total expenses
- $2,254,848
- Net increase / (decrease)
- $2,082,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wayne Hummer Investments, LLC | INVESTMENT/FINANCIAL ADVI | $41,159 | $0 |
| Adp, Inc. | RECORD KEEPER | $35,291 | $0 |