2023 Form 5500 filing — Safford Automotive Group 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 20241012095148NAL0039672336001) for Safford Automotive Group 401(K) Plan, reported by James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg under EIN 26-0016920 and plan number 001. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012095148NAL0039672336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Gramm, LLC Dba Safford Chry/Jp/Ddge Of Fredericksburg
- EIN
- 26-0016920
- Plan number
- 001
- Location
- Fredericksburg, VA
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,211,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,211,628
- Employer contributions
- $1,080,895
- Participant contributions
- $5,307,210
- Total income / additions
- $22,366,088
- Benefits paid
- $2,007,900
- Administrative expenses
- $136,089
- Total expenses
- $2,182,963
- Net increase / (decrease)
- $20,183,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $81,236 | $0 |
| Cetera Advisor Networks LLC | ADVISOR | $38,117 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | ADVISOR | $16,736 | not reported in the loaded dataset |