Andy Mohr Automotive 401(K) Plan — Form 5500 plan (Andy Mohr Automotive Group, 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, Andy Mohr Automotive 401(K) Plan is a benefit plan reported by Andy Mohr Automotive Group, Inc. under EIN 20-8324241 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $30,940,174 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.9MPlan net assets, end of year$30,940,174
Participants819Covered participants reported
Assets / participant$37.8KComputed: assets ÷ participants$37,778 (computed)
Provider compensation$90.4K4 Schedule C provider row(s)$90,362
- Plan sponsor
- Andy Mohr Automotive Group, Inc.
- EIN
- 20-8324241
- Plan number
- 001
- Plan type
- 2
- Location
- Plainfield, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 819 | H, C | 20241014115859NAL0026091633001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$30.9M total assets
Net assets$30.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,940,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,940,174
- Net assets (BOY)
- $23,963,076
Income & contributions
- Employer contributions
- $787,127
- Participant contributions
- $3,469,678
- Total contributions
- $4,402,306
- Total income / additions
- $9,017,656
Expenses & distributions
- Benefits paid
- $1,963,199
- Administrative expenses
- $38,291
- Total expenses
- $2,040,558
- Net increase / (decrease)
- $6,977,098
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sapient Capital, LLC | SERVICE PROVIDER | $0 | $46,708 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $25,953 | not reported in the loaded dataset | 2023 |
| Forvis | AUDITOR | $12,338 | not reported in the loaded dataset | 2023 |
| Stifel Nicolaus & Company Inc | SERVICE PROVIDER | $0 | $5,363 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Andy Mohr Automotive Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Plainfield, IN
- Sapient Capital, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Forvis — Schedule C compensation
- Stifel Nicolaus & Company Inc — Schedule C compensation