· 2022–2024 · DOL EFAST2

JERRY HEFLIN COURTESY AUTOMOTI — COURTESY AUTOMOTIVE INC'S 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250730110313NAL0006423568001

JERRY HEFLIN COURTESY AUTOMOTI

Form 5500-SF

FILING_RECEIVED

COURTESY AUTOMOTIVE INC'S 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

30

Accounts w/ balance

21

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

50

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERRY HEFLIN COURTESY AUTOMOTI.

Plan sponsor

Name

JERRY HEFLIN COURTESY AUTOMOTI

EIN

31-0792085

Address

3161 MADISON ROAD · CINCINNATI, OH · 45209

Phone

(513) 871-3161

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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