2023 Form 5500 filing — Bill Penney Huntsville 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 20240926144245NAL0001787890001) for Bill Penney Huntsville 401(K) Plan, reported by Bill Penney Motor Company, Inc. under EIN 63-0626817 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926144245NAL0001787890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Penney Motor Company, Inc.
- EIN
- 63-0626817
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,033,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,033,770
- Participant contributions
- $499,056
- Total income / additions
- $947,568
- Benefits paid
- $186,204
- Administrative expenses
- $18,905
- Total expenses
- $205,109
- Net increase / (decrease)
- $742,459
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $20,203 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $12,823 |
| National Automobile Dealers Assn | OTHER | $2,954 | not reported in the loaded dataset |
| Stones River Consulting | CONTRACT ADMIN | $1,800 | not reported in the loaded dataset |
| Capfinacial Partners LLC | OTHER | $492 | not reported in the loaded dataset |
| Northeast Retirement Services, Inc. | OTHER | $7 | not reported in the loaded dataset |