Plan5500

Automotive Industry Trust — Form 5500 plan (Automotive Industry Trust)

Plain-English plan 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, Automotive Industry Trust is a benefit plan reported by Automotive Industry Trust under EIN 01-0734062 and plan number 501. The latest loaded filing year is 2023. The filing reports 167 participants and $168,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Automotive Industry Trust
EIN
01-0734062
Plan number
501
Plan type
4
Location
Lexington, KY
Latest filing year
2023
Participants
167
End-of-year plan assets
$168,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20250613133010NAL0017592609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,945
Total liabilities (EOY)
$65,735
Net assets (EOY)
$103,210
Net assets (BOY)
$290,295

Income & contributions

Employer contributions
$2,292,130
Total contributions
$2,292,130
Total income / additions
$2,294,934

Expenses & distributions

Benefits paid
$2,421,963
Administrative expenses
$60,056
Total expenses
$2,482,019
Net increase / (decrease)
-$187,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UmrCONTRACT ADMINISTRATOR$41,786not reported in the loaded dataset2023
Frank N Hestand Cpa PscAUDITOR$7,500not reported in the loaded dataset2023

Related Form 5500 pages