Sentry Auto Group 401(K) Profit Sharing Plan — Form 5500 plan (Sentry Ford Lincoln, 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, Sentry Auto Group 401(K) Profit Sharing Plan is a benefit plan reported by Sentry Ford Lincoln, Inc. under EIN 04-3018451 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $9,721,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sentry Ford Lincoln, Inc.
- EIN
- 04-3018451
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, MA
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $9,721,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20240731120429NAL0022187889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,721,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,721,209
- Net assets (BOY)
- $7,720,089
Income & contributions
- Employer contributions
- $40,493
- Participant contributions
- $422,041
- Total income / additions
- $2,146,171
Expenses & distributions
- Benefits paid
- $120,959
- Administrative expenses
- $24,092
- Total expenses
- $145,051
- Net increase / (decrease)
- $2,001,120
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.