Southeast Automotive Management, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Southeast Automotive Management, 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, Southeast Automotive Management, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Southeast Automotive Management, Inc. under EIN 20-3681684 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $16,462,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Automotive Management, Inc.
EIN
20-3681684
Plan number
001
Plan type
3
Location
Daytona Beach, FL
Latest filing year
2023
Participants
358
End-of-year plan assets
$16,462,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20241014130830NAL0046067456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,462,878
Total liabilities (EOY)
$0
Net assets (EOY)
$16,462,878
Net assets (BOY)
$13,730,724

Income & contributions

Employer contributions
$0
Participant contributions
$1,369,075
Total contributions
$1,376,441
Total income / additions
$3,626,705

Expenses & distributions

Benefits paid
$850,896
Administrative expenses
$43,655
Total expenses
$894,551
Net increase / (decrease)
$2,732,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Holland Advisory Services IncADVISOR$35,903not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,752$02023

Related Form 5500 pages