2023 Form 5500 filing — Ron Marhofer Auto Family 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 20241015124408NAL0014651459001) for Ron Marhofer Auto Family 401(K) Plan, reported by Marhofer Chevrolet Inc. under EIN 34-1159646 and plan number 001. It reports 416 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)$8.4MReported net assets$8,363,033
Participants416
Provider compensation$84K2 Schedule C row(s)$84,010
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124408NAL0014651459001
- Plan sponsor
- Marhofer Chevrolet Inc.
- EIN
- 34-1159646
- Plan number
- 001
- Location
- Stow, OH
- Received date
- not reported in the loaded dataset
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)$8.4M total assets
Net assets$8.4MLiabilities$15.9K
Full reported line items
- Total assets (EOY)
- $8,378,889
- Total liabilities (EOY)
- $15,856
- Net assets (EOY)
- $8,363,033
- Employer contributions
- $164,298
- Participant contributions
- $947,950
- Total income / additions
- $2,308,603
- Benefits paid
- $779,833
- Administrative expenses
- $84,011
- Total expenses
- $885,311
- Net increase / (decrease)
- $1,423,292
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Flexible Benefits Systems, Inc. | NONE | $48,350 | not reported in the loaded dataset |
| Jetner Wealth Management | INVESTMENT ADVISOR | $35,660 | not reported in the loaded dataset |