Charles Daher'S Commonwealth Motors 401(K) Retirement Plan — Form 5500 plan (Charles Daher'S Commonwealth Motors)
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, Charles Daher'S Commonwealth Motors 401(K) Retirement Plan is a benefit plan reported by Charles Daher'S Commonwealth Motors under EIN 04-3117669 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $15,727,864 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Daher'S Commonwealth Motors
- EIN
- 04-3117669
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrence, MA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $15,727,864
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240709082915NAL0007733491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,727,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,727,864
- Net assets (BOY)
- $13,178,945
Income & contributions
- Employer contributions
- $203,870
- Participant contributions
- $932,454
- Total contributions
- $1,136,324
- Total income / additions
- $3,477,306
Expenses & distributions
- Benefits paid
- $845,265
- Administrative expenses
- $50,662
- Total expenses
- $928,387
- Net increase / (decrease)
- $2,548,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Services | RECORDKEEPER | $37,127 | $0 | 2023 |
| Royal Alliance Associates Inc | BROKER | $0 | $26,950 | 2023 |
| Caron & Bletzer Pllc | AUDIT | $10,300 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $1,558 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles Daher'S Commonwealth Motors
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lawrence, MA
- Transamerica Retirement Services — Schedule C compensation
- Royal Alliance Associates Inc — Schedule C compensation
- Caron & Bletzer Pllc — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation