2023 Form 5500 filing — Andy Mohr Automotive 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 20241014115859NAL0026091633001) for Andy Mohr Automotive 401(K) Plan, reported by Andy Mohr Automotive Group, Inc. under EIN 20-8324241 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.9MReported net assets$30,940,174
Participants819
Provider compensation$90.4K4 Schedule C row(s)$90,362
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014115859NAL0026091633001
- Plan sponsor
- Andy Mohr Automotive Group, Inc.
- EIN
- 20-8324241
- Plan number
- 001
- Location
- Plainfield, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.9M total assets
Net assets$30.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,940,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,940,174
- Employer contributions
- $787,127
- Participant contributions
- $3,469,678
- Total income / additions
- $9,017,656
- Benefits paid
- $1,963,199
- Administrative expenses
- $38,291
- Total expenses
- $2,040,558
- Net increase / (decrease)
- $6,977,098
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sapient Capital, LLC | SERVICE PROVIDER | $0 | $46,708 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $25,953 | not reported in the loaded dataset |
| Forvis | AUDITOR | $12,338 | not reported in the loaded dataset |
| Stifel Nicolaus & Company Inc | SERVICE PROVIDER | $0 | $5,363 |