2023 Form 5500 filing — Ron Bouchard'S Auto Sales, Inc. 401(K) Savings 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 20241011085430NAL0022447025001) for Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan, reported by Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store under EIN 04-2927994 and plan number 003. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085430NAL0022447025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store
- EIN
- 04-2927994
- Plan number
- 003
- Location
- Auburn, MA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,485,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,485,489
- Employer contributions
- $54,358
- Participant contributions
- $551,877
- Total income / additions
- $1,364,873
- Benefits paid
- $75,702
- Administrative expenses
- $44,380
- Total expenses
- $156,229
- Net increase / (decrease)
- $1,208,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | DIRECT PAYMENT FROM THE | $20,101 | $0 |
| Davinci Capital Management, Inc. | INVESTMENT ADVISORY | $18,576 | $0 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $5,703 | $2,367 |
| Charles Schwab Trust Company | SERVICE PROVIDER | $0 | $1,999 |