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, Callari Auto Group 401(K) Plan is a benefit plan reported by Felix F. Callari, Inc. under EIN 06-0810760 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $11,443,501 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,443,501
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,443,501
- Net assets (BOY)
- $10,314,803
Income & contributions
- Employer contributions
- $73,536
- Participant contributions
- $575,592
- Total contributions
- $818,137
- Total income / additions
- $2,346,058
Expenses & distributions
- Benefits paid
- $1,143,182
- Administrative expenses
- $71,802
- Total expenses
- $1,217,360
- Net increase / (decrease)
- $1,128,698