2023 Form 5500 filing — Automotive Industries Individual Account 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 20241013140951NAL0042287552001) for Automotive Industries Individual Account Retirement Plan, reported by Bd Of Trustees, Automotive Ind. Individual Account under EIN 94-1133245 and plan number 002. It reports 2,442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013140951NAL0042287552001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees, Automotive Ind. Individual Account
- EIN
- 94-1133245
- Plan number
- 002
- Location
- Dublin, CA
- Participants
- 2,442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,044,471
- Total liabilities (EOY)
- $876,757
- Net assets (EOY)
- $56,167,714
- Employer contributions
- $1,825,484
- Total income / additions
- $6,878,089
- Benefits paid
- $2,160,860
- Administrative expenses
- $200,945
- Total expenses
- $2,361,805
- Net increase / (decrease)
- $4,516,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcmorgan & Co | NONE | $43,849 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $36,269 | not reported in the loaded dataset |
| Mackay Shields | NONE | $0 | $30,275 |
| Amalgamated Bank | NONE | $18,169 | $5,674 |
| Health Services & Benefit Administr | NONE | $20,349 | not reported in the loaded dataset |
| Nfp | NONE | $13,823 | $4,050 |
| Saltzman & Johnson Law Corporation | NONE | $7,394 | not reported in the loaded dataset |
| Charles Besocke | NONE | $6,895 | not reported in the loaded dataset |