Peruzzi Automotive Group Savings Plan — Form 5500 plan (Peruzzi Buick Gmc, 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, Peruzzi Automotive Group Savings Plan is a benefit plan reported by Peruzzi Buick Gmc, Inc. under EIN 23-2284744 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $11,883,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peruzzi Buick Gmc, Inc.
EIN
23-2284744
Plan number
001
Plan type
2
Location
Fairless Hills, PA
Latest filing year
2023
Participants
225
End-of-year plan assets
$11,883,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241009141210NAL0038109282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,883,360
Total liabilities (EOY)
$0
Net assets (EOY)
$11,883,360
Net assets (BOY)
$11,123,300

Income & contributions

Employer contributions
$340
Participant contributions
$819,292
Total contributions
$819,632
Total income / additions
$2,366,477

Expenses & distributions

Benefits paid
$1,528,952
Administrative expenses
$62,812
Total expenses
$1,606,417
Net increase / (decrease)
$760,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$34,440$02023
Legacy Advisors LLCADVISOR$28,372not reported in the loaded dataset2023

Related Form 5500 pages