2023 Form 5500 filing — Sc Automobile Dealers Association Employee Benefit

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 20241114100153NAL0018319153002) for Sc Automobile Dealers Association Employee Benefit, reported by Sc Automobile Dealers Association Employee Benefit Trust under EIN 57-6089650 and plan number 501. It reports 1,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$3.8KReported net assets$3,789
Participants1.5K1,531
Provider compensation$18.5K2 Schedule C row(s)$18,535
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241114100153NAL0018319153002
Plan sponsor
Sc Automobile Dealers Association Employee Benefit Trust
EIN
57-6089650
Plan number
501
Location
Columbia, SC
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)$36.2K total assets
Net assets$3.8KLiabilities$32.5K
Money in vs. money out
Total income / additions$15.6M
Total expenses$15.6M
Benefits paid / distributions$15.6M
Contributions
Employer$15.6M
Participant$55.1K
Full reported line items
Total assets (EOY)
$36,239
Total liabilities (EOY)
$32,450
Net assets (EOY)
$3,789
Employer contributions
$15,566,643
Participant contributions
$55,138
Total income / additions
$15,639,281
Benefits paid
$15,621,781
Administrative expenses
$18,535
Total expenses
$15,640,316
Net increase / (decrease)
-$1,035

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mcgregor And Company, LlpNONE$12,500not reported in the loaded dataset
First Citizens BankNONE$6,035not reported in the loaded dataset

Related Form 5500 pages