2023 Form 5500 filing — Bayside Auto Group 401(K) Profit Sharing Plan And Trust
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 20240731124652NAL0014315955001) for Bayside Auto Group 401(K) Profit Sharing Plan And Trust, reported by Bayside Auto Group under EIN 52-1664217 and plan number 001. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124652NAL0014315955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bayside Auto Group
- EIN
- 52-1664217
- Plan number
- 001
- Location
- Prince Frederick, MD
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,373,647
- Net assets (EOY)
- $12,373,647
- Employer contributions
- $485,643
- Participant contributions
- $910,919
- Total income / additions
- $3,534,994
- Benefits paid
- $1,721,119
- Administrative expenses
- $50,589
- Total expenses
- $1,772,716
- Net increase / (decrease)
- $1,762,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISORY- PLAN | $28,608 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORD KEEPER | $19,669 | $0 |