2023 Form 5500 filing — Windward Auto Group LLC Retirement 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 20241011145136NAL0044083378001) for Windward Auto Group LLC Retirement Savings Plan, reported by Windward Auto Group LLC under EIN 86-2592113 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,188,889
Participants172
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011145136NAL0044083378001
Plan sponsor
Windward Auto Group LLC
EIN
86-2592113
Plan number
002
Location
Kaneohe, HI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$51.8K
Benefits paid / distributions$48.3K
Contributions
Employer$54.3K
Participant$364.8K
Full reported line items
Total assets (EOY)
$4,188,889
Total liabilities (EOY)
$0
Net assets (EOY)
$4,188,889
Employer contributions
$54,274
Participant contributions
$364,811
Total income / additions
$1,052,527
Benefits paid
$48,326
Administrative expenses
$3,481
Total expenses
$51,807
Net increase / (decrease)
$1,000,720

Related Form 5500 pages