2023 Form 5500 filing — St. Johnsbury Automobile Company 401(K) P/S 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 20240916085506NAL0000942867001) for St. Johnsbury Automobile Company 401(K) P/S Trust, reported by St. Johnsbury Subaru LLC under EIN 56-2431931 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916085506NAL0000942867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Johnsbury Subaru LLC
- EIN
- 56-2431931
- Plan number
- 001
- Location
- St. Johnsbury, VT
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,911,999
- Total liabilities (EOY)
- $534
- Net assets (EOY)
- $5,911,465
- Employer contributions
- $235,902
- Participant contributions
- $645,732
- Total income / additions
- $1,700,622
- Benefits paid
- $490,681
- Administrative expenses
- $65,310
- Total expenses
- $555,991
- Net increase / (decrease)
- $1,144,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORD KEEPER | $37,681 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $25,037 | $0 |
| Rpa Financial LLC | INVESTMENT ADVISORY PLAN | $2,592 | not reported in the loaded dataset |