2023 Form 5500 filing — Haley Automotive Group Profit Sharing 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 20241108130946NAL0007204323001) for Haley Automotive Group Profit Sharing Plan, reported by Haley Buick Gmc Truck, Inc under EIN 54-0719909 and plan number 001. It reports 662 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)$25.7MReported net assets$25,719,419
Participants662
Provider compensation$118.2K3 Schedule C row(s)$118,151
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241108130946NAL0007204323001
- Plan sponsor
- Haley Buick Gmc Truck, Inc
- EIN
- 54-0719909
- Plan number
- 001
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
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)$25.7M total assets
Net assets$25.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,719,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,719,419
- Employer contributions
- $116,396
- Participant contributions
- $1,642,059
- Total income / additions
- $5,232,727
- Benefits paid
- $2,822,158
- Administrative expenses
- $118,151
- Total expenses
- $3,090,369
- Net increase / (decrease)
- $2,142,358
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $55,153 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,536 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,462 | not reported in the loaded dataset |