Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan — Form 5500 plan (Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store)
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, Ron Bouchard'S Auto Sales, Inc. 401(K) Savings Plan is a benefit plan reported by Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store under EIN 04-2927994 and plan number 003. The latest loaded filing year is 2023. The filing reports 172 participants and $5,485,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store
- EIN
- 04-2927994
- Plan number
- 003
- Plan type
- 2
- Location
- Auburn, MA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $5,485,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241011085430NAL0022447025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,485,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,485,489
- Net assets (BOY)
- $4,276,845
Income & contributions
- Employer contributions
- $54,358
- Participant contributions
- $551,877
- Total contributions
- $606,235
- Total income / additions
- $1,364,873
Expenses & distributions
- Benefits paid
- $75,702
- Administrative expenses
- $44,380
- Total expenses
- $156,229
- Net increase / (decrease)
- $1,208,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | DIRECT PAYMENT FROM THE | $20,101 | $0 | 2023 |
| Davinci Capital Management, Inc. | INVESTMENT ADVISORY | $18,576 | $0 | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $5,703 | $2,367 | 2023 |
| Charles Schwab Trust Company | SERVICE PROVIDER | $0 | $1,999 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ron Bouchard'S Auto Sales, Inc. D/B/A Honda Store
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Auburn, MA
- Stancorp Financial Group — Schedule C compensation
- Davinci Capital Management, Inc. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation