2023 Form 5500 filing — Gerald Auto Group 401(K) Plan & Trust
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 20241015104517NAL0057060370001) for Gerald Auto Group 401(K) Plan & Trust, reported by Gerald Nissan Of North Aurora, Inc. under EIN 36-4162660 and plan number 001. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104517NAL0057060370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gerald Nissan Of North Aurora, Inc.
- EIN
- 36-4162660
- Plan number
- 001
- Location
- North Aurora, IL
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,466,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,466,727
- Employer contributions
- $1,061,701
- Participant contributions
- $2,758,152
- Total income / additions
- $8,155,971
- Benefits paid
- $1,370,750
- Administrative expenses
- $113,998
- Total expenses
- $1,487,223
- Net increase / (decrease)
- $6,668,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $81,844 | not reported in the loaded dataset |
| Wintrust Investments, LLC | FINANCIAL ADVISOR | $32,500 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $1 | $15,267 |