Huffines Auto Dealerships Retirement Savings Plan — Form 5500 plan (Ray Huffines Chevrolet, Inc. D.B.A. Huffines Auto Dealerships)

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, Huffines Auto Dealerships Retirement Savings Plan is a benefit plan reported by Ray Huffines Chevrolet, Inc. D.B.A. Huffines Auto Dealerships under EIN 75-1918983 and plan number 001. The latest loaded filing year is 2023. The filing reports 855 participants and $28,171,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ray Huffines Chevrolet, Inc. D.B.A. Huffines Auto Dealerships
EIN
75-1918983
Plan number
001
Plan type
2
Location
Plano, TX
Latest filing year
2023
Participants
855
End-of-year plan assets
$28,171,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023855H, C20240813131604NAL0006094227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,171,379
Total liabilities (EOY)
$0
Net assets (EOY)
$28,171,379
Net assets (BOY)
$22,416,096

Income & contributions

Employer contributions
$205,850
Participant contributions
$3,179,971
Total contributions
$3,405,431
Total income / additions
$7,464,695

Expenses & distributions

Benefits paid
$1,551,723
Administrative expenses
$114,152
Total expenses
$1,709,412
Net increase / (decrease)
$5,755,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockefeller Financial LLCINVESTMENT ADVISOR$60,042not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$54,110$02023

Related Form 5500 pages