Pine Belt Automotive Retirement Plan — Form 5500 plan (Pine Belt Automotive, 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, Pine Belt Automotive Retirement Plan is a benefit plan reported by Pine Belt Automotive, Inc. under EIN 22-2708898 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $14,304,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pine Belt Automotive, Inc.
EIN
22-2708898
Plan number
001
Plan type
2
Location
Toms River, NJ
Latest filing year
2023
Participants
276
End-of-year plan assets
$14,304,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241011155234NAL0045011298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,304,275
Total liabilities (EOY)
$0
Net assets (EOY)
$14,304,275
Net assets (BOY)
$12,151,221

Income & contributions

Employer contributions
$489,333
Participant contributions
$963,427
Total contributions
$1,494,458
Total income / additions
$3,390,200

Expenses & distributions

Benefits paid
$1,226,966
Administrative expenses
$2,386
Total expenses
$1,237,146
Net increase / (decrease)
$2,153,054

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual InvestmentADVISOR$0$26,0612023
Fidelity Investments InstitutionalRECORDKEEPER$2,386$02023

Related Form 5500 pages