Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust — Form 5500 plan (Jeff Wyler Automotive Family, Inc.)

Plain-English plan 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, Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust is a benefit plan reported by Jeff Wyler Automotive Family, Inc. under EIN 31-0842514 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,858 participants and $54,015,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jeff Wyler Automotive Family, Inc.
EIN
31-0842514
Plan number
001
Plan type
2
Location
Milford, OH
Latest filing year
2023
Participants
1,858
End-of-year plan assets
$54,015,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,858H, C20241014072649NAL0025658657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,015,661
Total liabilities (EOY)
$2,472
Net assets (EOY)
$54,013,189
Net assets (BOY)
$44,200,804

Income & contributions

Employer contributions
$174,970
Participant contributions
$6,648,915
Total contributions
$6,898,155
Total income / additions
$15,044,611

Expenses & distributions

Benefits paid
$5,122,565
Administrative expenses
$109,661
Total expenses
$5,232,226
Net increase / (decrease)
$9,812,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$69,686$02023
Lpl Financial, LLCINVESTMENT ADVISOR$69,665not reported in the loaded dataset2023

Related Form 5500 pages