Dan Perkins Group 401(K) Savings Plan — Form 5500 plan (Dan Perkins 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, Dan Perkins Group 401(K) Savings Plan is a benefit plan reported by Dan Perkins Subaru, Inc. under EIN 06-1082099 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $9,494,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dan Perkins Subaru, Inc.
- EIN
- 06-1082099
- Plan number
- 001
- Plan type
- 2
- Location
- Milford, CT
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $9,494,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240807113337NAL0007844402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,494,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,494,780
- Net assets (BOY)
- $8,392,305
Income & contributions
- Participant contributions
- $814,939
- Total contributions
- $814,939
- Total income / additions
- $2,072,398
Expenses & distributions
- Benefits paid
- $861,861
- Administrative expenses
- $49,950
- Total expenses
- $969,923
- Net increase / (decrease)
- $1,102,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gfs Wealth Management Advisors, Inc | NONE | $19,430 | not reported in the loaded dataset | 2023 |
| Stancorp Financial | NONE | $14,327 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,588 | not reported in the loaded dataset | 2023 |
| Carron & Bletzer, Pllc | AUDITOR | $5,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dan Perkins Subaru, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Milford, CT
- Gfs Wealth Management Advisors, Inc — Schedule C compensation
- Stancorp Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Carron & Bletzer, Pllc — Schedule C compensation