2023 Form 5500 filing — Friendly Holding Company 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 20241014140929NAL0015074307001) for Friendly Holding Company Retirement Savings Plan, reported by Betten Friendly Motors under EIN 38-2023962 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140929NAL0015074307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Betten Friendly Motors
- EIN
- 38-2023962
- Plan number
- 001
- Location
- Grand Haven, MI
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,015,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,015,866
- Employer contributions
- $125,141
- Participant contributions
- $884,446
- Total income / additions
- $2,452,453
- Benefits paid
- $735,431
- Administrative expenses
- $51,500
- Total expenses
- $830,876
- Net increase / (decrease)
- $1,621,577
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,479 | $0 |
| Principal Securities Inc | BROKER/ADVISER | $0 | $20,021 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,022 | not reported in the loaded dataset |