2023 Form 5500 filing — Autosavvy Retirement 401(K)

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 20241015135005NAL0028636289001) for Autosavvy Retirement 401(K), reported by Autosavvy Holdings, Inc under EIN 82-5243381 and plan number 001. It reports 288 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)$3.1MReported net assets$3,101,589
Participants288
Provider compensation$28.6K3 Schedule C row(s)$28,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015135005NAL0028636289001
Plan sponsor
Autosavvy Holdings, Inc
EIN
82-5243381
Plan number
001
Location
Woods Cross, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$493.8K
Benefits paid / distributions$466.2K
Contributions
Employer$317K
Participant$552.7K
Full reported line items
Total assets (EOY)
$3,101,589
Total liabilities (EOY)
$0
Net assets (EOY)
$3,101,589
Employer contributions
$317,020
Participant contributions
$552,668
Total income / additions
$1,553,186
Benefits paid
$466,168
Administrative expenses
$28,559
Total expenses
$493,847
Net increase / (decrease)
$1,059,339
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $16K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $12K
  3. 3
    INVESTMENT MGMT · Direct $584

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135005NAL0028636289001 cover?
It is the 2023 Form 5500 filing for Autosavvy Retirement 401(K), reported by Autosavvy Holdings, Inc (EIN 82-5243381).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages