2023 Form 5500 filing — Don Ayres Pontiac, Inc 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 20241011121059NAL0010901763001) for Don Ayres Pontiac, Inc 401(K) Plan, reported by Don Ayres Pontiac, Inc under EIN 35-1173293 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011121059NAL0010901763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Don Ayres Pontiac, Inc
- EIN
- 35-1173293
- Plan number
- 002
- Location
- Ft. Wayne, IN
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,655,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,655,620
- Employer contributions
- $170,056
- Participant contributions
- $814,046
- Total income / additions
- $2,328,329
- Benefits paid
- $1,350,118
- Administrative expenses
- $43,680
- Total expenses
- $1,393,798
- Net increase / (decrease)
- $934,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pai | TPA | $638,543 | not reported in the loaded dataset |
| Edward Jones | INVESTMENT ADVISOR | $21,771 | not reported in the loaded dataset |
| Pai Trust | NONE | $4,354 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $3,807 | $0 |