2023 Form 5500 filing — Automotive Supply Associates, Inc. Profit Sharing Plan & 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 20241011154824NAL0037559296001) for Automotive Supply Associates, Inc. Profit Sharing Plan & Trust, reported by Automotive Supply Associates, Inc. under EIN 02-0209740 and plan number 002. It reports 409 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)$11.3MReported net assets$11,339,409
Participants409
Provider compensation$48.4K3 Schedule C row(s)$48,375
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011154824NAL0037559296001
Plan sponsor
Automotive Supply Associates, Inc.
EIN
02-0209740
Plan number
002
Location
Concord, NH
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)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$220.4K
Participant$365.2K
Full reported line items
Total assets (EOY)
$11,339,409
Total liabilities (EOY)
$0
Net assets (EOY)
$11,339,409
Employer contributions
$220,360
Participant contributions
$365,174
Total income / additions
$2,495,696
Benefits paid
$2,648,509
Administrative expenses
$33,130
Total expenses
$2,681,639
Net increase / (decrease)
-$185,943

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial LLCINVESTMENT ADVISOR$27,477not reported in the loaded dataset
Stephen Eldridge & Co., Inc.CONTRACT ADMIN$7,500$10,000
Empower Annuity Insurance CompanyRECORDKEEPER$3,398$0

Related Form 5500 pages