2023 Form 5500 filing — Anderson Automotive Retirement 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 20241015132332NAL0028562577001) for Anderson Automotive Retirement Plan, reported by Anderson Nissan Inc. under EIN 36-2691426 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132332NAL0028562577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anderson Nissan Inc.
- EIN
- 36-2691426
- Plan number
- 001
- Location
- Loves Park, IL
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,774,901
- Total liabilities (EOY)
- $16,316
- Net assets (EOY)
- $21,758,585
- Employer contributions
- $572,480
- Participant contributions
- $1,362,944
- Total income / additions
- $4,919,945
- Benefits paid
- $1,463,326
- Administrative expenses
- $73,172
- Total expenses
- $1,552,814
- Net increase / (decrease)
- $3,367,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Midland States Bank | NONE | $72,596 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $6,719 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |