2023 Form 5500 filing — Dave Wright Nissan Subaru, Inc. 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 20241014140812NAL0053880914001) for Dave Wright Nissan Subaru, Inc. 401(K) Plan, reported by Dave Wright Nissan Subaru, Inc. under EIN 42-0938412 and plan number 003. It reports 146 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)$5.6MReported net assets$5,566,357
Participants146
Provider compensation$20K1 Schedule C row(s)$20,015
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014140812NAL0053880914001
Plan sponsor
Dave Wright Nissan Subaru, Inc.
EIN
42-0938412
Plan number
003
Location
Hiawatha, IA
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$397.2K
Benefits paid / distributions$333.1K
Contributions
Employer$142.6K
Participant$330.2K
Full reported line items
Total assets (EOY)
$5,566,357
Total liabilities (EOY)
$0
Net assets (EOY)
$5,566,357
Employer contributions
$142,588
Participant contributions
$330,216
Total income / additions
$1,235,178
Benefits paid
$333,076
Administrative expenses
$20,015
Total expenses
$397,217
Net increase / (decrease)
$837,961
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $20K · Indirect $0

Related Form 5500 pages