2023 Form 5500 filing — Middletown Nissan Inc 401(K) 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 20241013135629NAL0024783201001) for Middletown Nissan Inc 401(K) Profit Sharing Plan & Trust, reported by Middletown Nissan Inc under EIN 13-3870990 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013135629NAL0024783201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Middletown Nissan Inc
- EIN
- 13-3870990
- Plan number
- 001
- Location
- New Hampton, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $40,506
- Total income / additions
- $139,536
- Benefits paid
- $1,954
- Administrative expenses
- $4,326
- Total expenses
- $6,280
- Net increase / (decrease)
- $133,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Levelized Compensation Advisor | INVESTMENT ADVISORY | $23,618 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $9,295 | not reported in the loaded dataset |