2023 Form 5500 filing — Pritchard 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 20250317132321NAL0001702001001) for Pritchard Auto Group 401(K) Plan, reported by Pritchard Auto Company under EIN 42-0646250 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317132321NAL0001702001001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pritchard Auto Company
- EIN
- 42-0646250
- Plan number
- 002
- Location
- Clear Lake, IA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,254,290
- Total liabilities (EOY)
- $43,713
- Net assets (EOY)
- $9,210,577
- Employer contributions
- $314,952
- Participant contributions
- $1,131,754
- Total income / additions
- $2,901,845
- Benefits paid
- $830,315
- Administrative expenses
- $77,433
- Total expenses
- $951,460
- Net increase / (decrease)
- $1,950,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | RIA - IA | $21,088 | not reported in the loaded dataset |
| Qualified Plan Consultants LLC | TPA | $11,100 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,554 | $0 |