Westbury Jeep Chrysler Dodge I 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Westbury Jeep Chrysler Dodge I)

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, Westbury Jeep Chrysler Dodge I 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Westbury Jeep Chrysler Dodge I under EIN 11-2288005 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,067 participants and $19,115,786 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westbury Jeep Chrysler Dodge I
EIN
11-2288005
Plan number
001
Plan type
2
Location
Westbury, NY
Latest filing year
2023
Participants
1,067
End-of-year plan assets
$19,115,786

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,067H, C20240826092927NAL0020196386001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,115,786
Total liabilities (EOY)
$281,053
Net assets (EOY)
$18,834,733
Net assets (BOY)
$15,463,713

Income & contributions

Participant contributions
$2,008,169
Total contributions
$2,144,433
Total income / additions
$4,813,220

Expenses & distributions

Benefits paid
$1,047,265
Administrative expenses
$113,882
Total expenses
$1,442,200
Net increase / (decrease)
$3,371,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,573$02023
Merrill LynchCONSULTANT$36,546$412023
Orenda Retirement LLCCONTRACT ADMINISTRATOR$28,712$5,0452023

Related Form 5500 pages