2023 Form 5500 filing — Sisbarro Dealerships 401(K) Profit Sharing Plan And 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 20241011103809NAL0022589409001) for Sisbarro Dealerships 401(K) Profit Sharing Plan And Trust, reported by Sisbarro Autoworld, Inc. under EIN 85-0334453 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.5MReported net assets$5,488,608
Participants126
Provider compensation$22.6K3 Schedule C row(s)$22,561
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011103809NAL0022589409001
- Plan sponsor
- Sisbarro Autoworld, Inc.
- EIN
- 85-0334453
- Plan number
- 001
- Location
- Las Cruces, NM
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,488,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,488,608
- Employer contributions
- $235,389
- Participant contributions
- $380,968
- Total income / additions
- $1,199,996
- Benefits paid
- $267,090
- Administrative expenses
- $3,424
- Total expenses
- $270,514
- Net increase / (decrease)
- $929,482
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spence Asset Management | RIA | $19,137 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,034 | $0 |
| Pension Planning Consultants, Inc. | NONE | $1,390 | $0 |