Automotive Supply Associates, Inc. Profit Sharing Plan & Trust — Form 5500 plan (Automotive Supply Associates, Inc.)

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 Supply Associates, Inc. Profit Sharing Plan & Trust is a benefit plan reported by Automotive Supply Associates, Inc. under EIN 02-0209740 and plan number 002. The latest loaded filing year is 2023. The filing reports 409 participants and $11,339,409 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.3MPlan net assets, end of year$11,339,409
Participants409Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,725 (computed)
Provider compensation$48.4K3 Schedule C provider row(s)$48,375
Plan sponsor
Automotive Supply Associates, Inc.
EIN
02-0209740
Plan number
002
Plan type
2
Location
Concord, NH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241011154824NAL0037559296001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$220.4K
Participant$365.2K
Full reported line items

Net assets

Total assets (EOY)
$11,339,409
Total liabilities (EOY)
$0
Net assets (EOY)
$11,339,409
Net assets (BOY)
$11,525,352

Income & contributions

Employer contributions
$220,360
Participant contributions
$365,174
Total contributions
$908,981
Total income / additions
$2,495,696

Expenses & distributions

Benefits paid
$2,648,509
Administrative expenses
$33,130
Total expenses
$2,681,639
Net increase / (decrease)
-$185,943
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income106%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCINVESTMENT ADVISOR$27,477not reported in the loaded dataset2023
Stephen Eldridge & Co., Inc.CONTRACT ADMIN$7,500$10,0002023
Empower Annuity Insurance CompanyRECORDKEEPER$3,398$02023

Related Form 5500 pages