2023 Form 5500 filing — Mercedes-Benz Of Buckhead 401(K) Plan
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 20240814194414NAL0020726688001) for Mercedes-Benz Of Buckhead 401(K) Plan, reported by The Baran Company, LLC under EIN 65-1179820 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,816,602
Participants193
Provider compensation$11.9K2 Schedule C row(s)$11,921
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240814194414NAL0020726688001
- Plan sponsor
- The Baran Company, LLC
- EIN
- 65-1179820
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,816,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,816,602
- Employer contributions
- $129,682
- Participant contributions
- $927,384
- Total income / additions
- $1,639,770
- Benefits paid
- $394,851
- Administrative expenses
- $11,921
- Total expenses
- $406,772
- Net increase / (decrease)
- $1,232,998
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | INVESTMENT ADVISOR | $6,905 | not reported in the loaded dataset |
| Sentry Life Insurance Company | RECORDKEEPER | $5,016 | $0 |