2023 Form 5500 filing — The Hardy Group Savings Plan And Trust

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 20241015224849NAL0031077633001) for The Hardy Group Savings Plan And Trust, reported by Hardy Chevrolet Buick Gmc, Inc. under EIN 58-1307787 and plan number 001. It reports 251 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$5,171,194
Participants251
Provider compensation$14.4K3 Schedule C row(s)$14,355
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015224849NAL0031077633001
Plan sponsor
Hardy Chevrolet Buick Gmc, Inc.
EIN
58-1307787
Plan number
001
Location
Dallas, GA
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$351.2K
Benefits paid / distributions$330.8K
Contributions
Employer$668
Participant$678.9K
Full reported line items
Total assets (EOY)
$5,171,194
Total liabilities (EOY)
$0
Net assets (EOY)
$5,171,194
Employer contributions
$668
Participant contributions
$678,895
Total income / additions
$1,364,415
Benefits paid
$330,786
Administrative expenses
$14,064
Total expenses
$351,184
Net increase / (decrease)
$1,013,231
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $10.7K · Indirect $291
  2. 2
    RECORD KEEPER · Direct $3.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015224849NAL0031077633001 cover?
It is the 2023 Form 5500 filing for The Hardy Group Savings Plan And Trust, reported by Hardy Chevrolet Buick Gmc, Inc. (EIN 58-1307787).
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