2023 Form 5500 filing — Serra Automotive 401(K) Plan & 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 20240829092330NAL0026865282001) for Serra Automotive 401(K) Plan & Trust, reported by Serra Automotive, Inc. under EIN 38-2407959 and plan number 001. It reports 2,280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829092330NAL0026865282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serra Automotive, Inc.
- EIN
- 38-2407959
- Plan number
- 001
- Location
- Fenton, MI
- Participants
- 2,280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,632,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,632,290
- Employer contributions
- $1,676,681
- Participant contributions
- $11,345,092
- Total income / additions
- $30,669,056
- Benefits paid
- $7,935,612
- Administrative expenses
- $361,230
- Total expenses
- $8,296,842
- Net increase / (decrease)
- $22,372,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $243,493 | not reported in the loaded dataset |
| Milliman | NONE | $117,737 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $16,643 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |