2023 Form 5500 filing — Castle 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 20241015135624NAL0014767763001) for Castle Auto Group 401(K) Plan, reported by Castle Chevrolet, Inc. under EIN 36-4392164 and plan number 001. It reports 363 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)$5.2MReported net assets$5,237,694
Participants363
Provider compensation$16.1K3 Schedule C row(s)$16,143
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015135624NAL0014767763001
Plan sponsor
Castle Chevrolet, Inc.
EIN
36-4392164
Plan number
001
Location
Villa Park, IL
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)$5.3M total assets
Net assets$5.2MLiabilities$51K
Money in vs. money out
Total income / additions$2M
Total expenses$258K
Benefits paid / distributions$255.2K
Contributions
Employer$414.4K
Participant$976.9K
Full reported line items
Total assets (EOY)
$5,288,675
Total liabilities (EOY)
$50,981
Net assets (EOY)
$5,237,694
Employer contributions
$414,434
Participant contributions
$976,869
Total income / additions
$1,957,928
Benefits paid
$255,202
Administrative expenses
$2,810
Total expenses
$258,012
Net increase / (decrease)
$1,699,916
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMIN · Direct $11.9K
  2. 2
    CONTRACT ADMIN · Direct $3.5K
  3. 3
    RECORDKEEPER · Direct $710

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135624NAL0014767763001 cover?
It is the 2023 Form 5500 filing for Castle Auto Group 401(K) Plan, reported by Castle Chevrolet, Inc. (EIN 36-4392164).
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