2023 Form 5500 filing — Allen Turner Automotive Inc 401(K) 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 20250127135916NAL0007725347001) for Allen Turner Automotive Inc 401(K) Plan, reported by Allen Turner Automotive, Inc. under EIN 59-2343376 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127135916NAL0007725347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allen Turner Automotive, Inc.
- EIN
- 59-2343376
- Plan number
- 001
- Location
- Pensacola, FL
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,454,166
- Net assets (EOY)
- $6,454,166
- Employer contributions
- $316,414
- Participant contributions
- $870,443
- Total income / additions
- $1,835,491
- Benefits paid
- $335,825
- Administrative expenses
- $40,511
- Total expenses
- $376,336
- Net increase / (decrease)
- $1,459,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $40,551 | $0 |
| Stifel Nicolaus & Company Inc | OTHER SERVICES | $0 | $12,239 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |