2023 Form 5500 filing — Pine Belt Automotive 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 20241011155234NAL0045011298001) for Pine Belt Automotive Retirement Plan, reported by Pine Belt Automotive, Inc. under EIN 22-2708898 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155234NAL0045011298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pine Belt Automotive, Inc.
- EIN
- 22-2708898
- Plan number
- 001
- Location
- Toms River, NJ
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,304,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,304,275
- Employer contributions
- $489,333
- Participant contributions
- $963,427
- Total income / additions
- $3,390,200
- Benefits paid
- $1,226,966
- Administrative expenses
- $2,386
- Total expenses
- $1,237,146
- Net increase / (decrease)
- $2,153,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $26,061 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,386 | $0 |