2023 Form 5500 filing — Autoinc 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 20241015122052NAL0014613459001) for Autoinc 401(K) Plan, reported by Auto, Lllp Dba Autoinc under EIN 75-1628221 and plan number 003. It reports 709 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122052NAL0014613459001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Auto, Lllp Dba Autoinc
- EIN
- 75-1628221
- Plan number
- 003
- Location
- Amarillo, TX
- Participants
- 709
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,237,258
- Total liabilities (EOY)
- $43,122
- Net assets (EOY)
- $22,194,136
- Employer contributions
- $607,006
- Participant contributions
- $1,708,595
- Total income / additions
- $5,340,079
- Benefits paid
- $1,885,659
- Administrative expenses
- $71,730
- Total expenses
- $2,000,511
- Net increase / (decrease)
- $3,339,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | INVESTMENT MGMT | $35,963 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,598 | $0 |
| Amarillo National Bank | INVESTMENT ADVISOR | $25,133 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,638 | not reported in the loaded dataset |