2023 Form 5500 filing — Jeff Wyler Automotive Family, Inc. Retirement Savings 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 20241014072649NAL0025658657001) for Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust, reported by Jeff Wyler Automotive Family, Inc. under EIN 31-0842514 and plan number 001. It reports 1,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072649NAL0025658657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeff Wyler Automotive Family, Inc.
- EIN
- 31-0842514
- Plan number
- 001
- Location
- Milford, OH
- Participants
- 1,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,015,661
- Total liabilities (EOY)
- $2,472
- Net assets (EOY)
- $54,013,189
- Employer contributions
- $174,970
- Participant contributions
- $6,648,915
- Total income / additions
- $15,044,611
- Benefits paid
- $5,122,565
- Administrative expenses
- $109,661
- Total expenses
- $5,232,226
- Net increase / (decrease)
- $9,812,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $69,686 | $0 |
| Lpl Financial, LLC | INVESTMENT ADVISOR | $69,665 | not reported in the loaded dataset |