2023 Form 5500 filing — Bill Ussery Motors, Inc. 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 20250325105923NAL0007652739001) for Bill Ussery Motors, Inc. 401(K) Plan, reported by Bill Ussery Motors, Inc. under EIN 59-1992164 and plan number 002. It reports 591 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)$184Reported net assets
Participants591
Provider compensation$116.4K4 Schedule C row(s)$116,372
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250325105923NAL0007652739001
Plan sponsor
Bill Ussery Motors, Inc.
EIN
59-1992164
Plan number
002
Location
Coral Gables, FL
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)$184 total assets
Net assets$184Liabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$42.9M
Benefits paid / distributions$42.8M
Contributions
Employer$0
Participant$1.9M
Full reported line items
Total assets (EOY)
$184
Total liabilities (EOY)
$0
Net assets (EOY)
$184
Employer contributions
$0
Participant contributions
$1,929,171
Total income / additions
$5,668,508
Benefits paid
$42,831,154
Administrative expenses
$72,542
Total expenses
$42,922,993
Net increase / (decrease)
-$37,254,485
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $71.6K · Indirect $0
  2. 2
    OTHER · Direct $18.7K
  3. 3
    INVESTMENT ADVISOR · Direct $16.1K
  4. 4
    INVESTMENT MGMT · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250325105923NAL0007652739001 cover?
It is the 2023 Form 5500 filing for Bill Ussery Motors, Inc. 401(K) Plan, reported by Bill Ussery Motors, Inc. (EIN 59-1992164).
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