2023 Form 5500 filing — Patriot Buick Pontiac Gmc Salary Deferral 401(K) & Profit Sharing 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 20241127133831NAL0004329411001) for Patriot Buick Pontiac Gmc Salary Deferral 401(K) & Profit Sharing Plan, reported by Patriot Buick Pontiac Gmc, Inc. under EIN 55-0906249 and plan number 001. It reports 184 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)$6.2MReported net assets$6,242,799
Participants184
Provider compensation$23K2 Schedule C row(s)$22,977
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241127133831NAL0004329411001
- Plan sponsor
- Patriot Buick Pontiac Gmc, Inc.
- EIN
- 55-0906249
- Plan number
- 001
- Location
- Boyertown, PA
- 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)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,242,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,242,799
- Employer contributions
- $350,125
- Participant contributions
- $672,549
- Total income / additions
- $2,003,223
- Benefits paid
- $368,354
- Administrative expenses
- $22,977
- Total expenses
- $391,331
- Net increase / (decrease)
- $1,611,892
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $18,738 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $4,239 | $0 |