2023 Form 5500 filing — Shippers Automotive Group 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 20240924063000NAL0012579281001) for Shippers Automotive Group 401(K) Plan, reported by Shippers Automotive Group, LLC under EIN 31-1331563 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924063000NAL0012579281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shippers Automotive Group, LLC
- EIN
- 31-1331563
- Plan number
- 001
- Location
- Urbana, OH
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,560,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,560,582
- Employer contributions
- $292,996
- Participant contributions
- $620,463
- Total income / additions
- $1,824,139
- Benefits paid
- $271,384
- Administrative expenses
- $40,445
- Total expenses
- $307,610
- Net increase / (decrease)
- $1,516,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,953 | $0 |
| Castle Rock Investment Company | INVESTMENT ADVISOR | $12,492 | not reported in the loaded dataset |