2023 Form 5500 filing — Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral 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 20241014162627NAL0027854545001) for Heyward Allen Motor Company, Inc. Profit Sharing And Salary Deferral Plan, reported by Heyward Allen Motor Company, Inc. under EIN 58-1085509 and plan number 004. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162627NAL0027854545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heyward Allen Motor Company, Inc.
- EIN
- 58-1085509
- Plan number
- 004
- Location
- Athens, GA
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,107,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,107,442
- Employer contributions
- $359,465
- Participant contributions
- $748,147
- Total income / additions
- $2,732,303
- Benefits paid
- $244,615
- Administrative expenses
- $42,280
- Total expenses
- $393,597
- Net increase / (decrease)
- $2,338,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,809 | $0 |
| Nwam LLC Dba Northwest Asset Manage | INVESTMENT ADVISOR | $12,924 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,547 | not reported in the loaded dataset |