Norwood Subaru, Inc. 401(K) Plan — Form 5500 plan (Norwood Subaru, 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, Norwood Subaru, Inc. 401(K) Plan is a benefit plan reported by Norwood Subaru, Inc. under EIN 04-2519486 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $9,832,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norwood Subaru, Inc.
- EIN
- 04-2519486
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $9,832,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241002065712NAL0014490864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,832,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,832,714
- Net assets (BOY)
- $8,524,479
Income & contributions
- Participant contributions
- $427,263
- Total contributions
- $429,810
- Total income / additions
- $2,411,107
Expenses & distributions
- Benefits paid
- $1,002,205
- Administrative expenses
- $100,667
- Total expenses
- $1,102,872
- Net increase / (decrease)
- $1,308,235
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $67,646 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $18,305 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown Pc | AUDIT | $10,800 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $3,916 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Norwood Subaru, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Norwood, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Withum Smith & Brown Pc — Schedule C compensation
- The Benefit Practice — Schedule C compensation