Larry Roesch Family Auto Group 401(K) Plan — Form 5500 plan (Larry Roesch Family Auto Group)
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, Larry Roesch Family Auto Group 401(K) Plan is a benefit plan reported by Larry Roesch Family Auto Group under EIN 36-2894859 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $9,306,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Larry Roesch Family Auto Group
- EIN
- 36-2894859
- Plan number
- 001
- Plan type
- 2
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $9,306,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240916081202NAL0000593059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,306,168
- Total liabilities (EOY)
- $15,055
- Net assets (EOY)
- $9,291,113
- Net assets (BOY)
- $7,799,095
Income & contributions
- Employer contributions
- $81,102
- Participant contributions
- $298,533
- Total contributions
- $379,635
- Total income / additions
- $1,730,913
Expenses & distributions
- Benefits paid
- $205,270
- Administrative expenses
- $33,625
- Total expenses
- $238,895
- Net increase / (decrease)
- $1,492,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $16,525 | not reported in the loaded dataset | 2023 |
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $12,031 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,547 | $0 | 2023 |
| Howard Simon & Associates, Inc. | CONTRACT ADMIN | $0 | $8,262 | 2023 |
| Cray Kaiser Ltd. | AUDITOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Larry Roesch Family Auto Group
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Onedigital Investment Advisors LLC — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Cray Kaiser Ltd. — Schedule C compensation