Phillipsburg Easton Honda 401(K) Plan — Form 5500 plan (Phillipsburg Easton Honda)

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, Phillipsburg Easton Honda 401(K) Plan is a benefit plan reported by Phillipsburg Easton Honda under EIN 22-2269012 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $7,539,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phillipsburg Easton Honda
EIN
22-2269012
Plan number
001
Plan type
2
Location
Phillipsburg, NJ
Latest filing year
2023
Participants
194
End-of-year plan assets
$7,539,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241011133858NAL0044485378003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,539,829
Net assets (EOY)
$7,539,829
Net assets (BOY)
$7,138,718

Income & contributions

Employer contributions
$60,375
Participant contributions
$603,753
Total contributions
$664,128
Total income / additions
$1,898,273

Expenses & distributions

Benefits paid
$1,476,387
Administrative expenses
$14,830
Total expenses
$1,497,162
Net increase / (decrease)
$401,111

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD KEEPER$42,138$02023
Lpl Financial LLCINVESTMENT PROVIDER$0$19,0542023
Cohnreznick LlpAUDITOR$12,075not reported in the loaded dataset2023
Intac Actuarial Services IncTHIRD PARTY ADMINISTRATOR$5,364$02023

Related Form 5500 pages