Plan5500

Middletown Nissan Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Middletown Nissan 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, Middletown Nissan Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Middletown Nissan Inc under EIN 13-3870990 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $5,515,560 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Middletown Nissan Inc
EIN
13-3870990
Plan number
001
Plan type
2
Location
New Hampton, NY
Latest filing year
2023
Participants
235
End-of-year plan assets
$5,515,560

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240930200346NAL0002857379001
2023181H, C20241013135629NAL0024783201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,515,560

Income & contributions

Participant contributions
$40,506
Total contributions
$40,506
Total income / additions
$139,536

Expenses & distributions

Benefits paid
$1,954
Administrative expenses
$4,326
Total expenses
$6,280
Net increase / (decrease)
$133,256

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Levelized Compensation AdvisorINVESTMENT ADVISORY$23,618not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$9,295not reported in the loaded dataset2023

Related Form 5500 pages