2023 Form 5500 filing — Tacoma Dodge Chrysler Jeep 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 20241014180408NAL0045591232002) for Tacoma Dodge Chrysler Jeep 401(K) Plan, reported by Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep under EIN 27-1025733 and plan number 001. It reports 201 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)$5.9MReported net assets$5,862,339
Participants201
Provider compensation$19K1 Schedule C row(s)$19,042
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014180408NAL0045591232002
Plan sponsor
Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep
EIN
27-1025733
Plan number
001
Location
Tacoma, WA
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)$5.9M total assets
Net assets$5.9MLiabilities$14K
Money in vs. money out
Total income / additions$1.6M
Total expenses$523.4K
Benefits paid / distributions$515.3K
Contributions
Employer$143.8K
Participant$468.2K
Full reported line items
Total assets (EOY)
$5,876,311
Total liabilities (EOY)
$13,972
Net assets (EOY)
$5,862,339
Employer contributions
$143,841
Participant contributions
$468,207
Total income / additions
$1,552,128
Benefits paid
$515,318
Administrative expenses
$8,106
Total expenses
$523,424
Net increase / (decrease)
$1,028,704
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $19K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014180408NAL0045591232002 cover?
It is the 2023 Form 5500 filing for Tacoma Dodge Chrysler Jeep 401(K) Plan, reported by Universal Auto Group I, Inc. Dba Tacoma Dodge Chrysler Jeep (EIN 27-1025733).
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