2023 Form 5500 filing — Jim Shorkey Family Auto Group 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 20241015131652NAL0014700787001) for Jim Shorkey Family Auto Group 401(K) Plan, reported by Shorkey Group Management, LLC under EIN 47-4382322 and plan number 001. It reports 1,223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131652NAL0014700787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shorkey Group Management, LLC
- EIN
- 47-4382322
- Plan number
- 001
- Location
- Irwin, PA
- Participants
- 1,223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,129,188
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,129,188
- Employer contributions
- $305,078
- Participant contributions
- $2,118,347
- Total income / additions
- $4,347,636
- Benefits paid
- $1,003,124
- Administrative expenses
- $76,126
- Total expenses
- $1,082,130
- Net increase / (decrease)
- $3,265,506
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY (PAR | $22,147 | $11,703 |
| Lpl Financial - Sms Service Provide | INVESTMENT ADVISORY (PAR | $30,067 | not reported in the loaded dataset |