2023 Form 5500 filing — Jim Riehl'S Friendly Auto 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 20241014154103NAL0046642096001) for Jim Riehl'S Friendly Auto Group 401(K) Plan, reported by Jim Riehl'S Friendly Chrysler Jeep, Inc. under EIN 38-2767413 and plan number 001. It reports 306 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)$14.6MReported net assets$14,586,685
Participants306
Provider compensation$41.3K3 Schedule C row(s)$41,294
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014154103NAL0046642096001
Plan sponsor
Jim Riehl'S Friendly Chrysler Jeep, Inc.
EIN
38-2767413
Plan number
001
Location
Warren, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$268.9K
Participant$945.3K
Full reported line items
Total assets (EOY)
$14,586,685
Total liabilities (EOY)
$0
Net assets (EOY)
$14,586,685
Employer contributions
$268,929
Participant contributions
$945,315
Total income / additions
$3,148,785
Benefits paid
$2,146,333
Administrative expenses
$10,488
Total expenses
$2,195,999
Net increase / (decrease)
$952,786
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER/ADVISER · Direct $0 · Indirect $30.8K
  2. 2
    INVESTMENT MGMT · Direct $9.6K
  3. 3
    RECORDKEEPER · Direct $862 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014154103NAL0046642096001 cover?
It is the 2023 Form 5500 filing for Jim Riehl'S Friendly Auto Group 401(K) Plan, reported by Jim Riehl'S Friendly Chrysler Jeep, Inc. (EIN 38-2767413).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages