2023 Form 5500 filing — Bernardi Auto Group Retirement 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 20241003051256NAL0004592691001) for Bernardi Auto Group Retirement Plan, reported by Carney Management Company, Inc. under EIN 04-2901650 and plan number 001. It reports 640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003051256NAL0004592691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carney Management Company, Inc.
- EIN
- 04-2901650
- Plan number
- 001
- Location
- Framingham, MA
- Participants
- 640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,558,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,558,964
- Participant contributions
- $1,980,516
- Total income / additions
- $5,743,677
- Benefits paid
- $3,208,622
- Administrative expenses
- $51,498
- Total expenses
- $3,273,315
- Net increase / (decrease)
- $2,470,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $38,448 | $0 |
| Withumsmithbrown, Pc | ACCOUNTANT | $12,450 | $0 |
| Adp, Inc. | RECORD KEEPER | $600 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |