Bobby Rahal Automotive Group 401(K) Plan — Form 5500 plan (Team Rahal Of Mechanicsburg, 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, Bobby Rahal Automotive Group 401(K) Plan is a benefit plan reported by Team Rahal Of Mechanicsburg, Inc. under EIN 25-1660262 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,021 participants and $53,695,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Team Rahal Of Mechanicsburg, Inc.
- EIN
- 25-1660262
- Plan number
- 001
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
- Participants
- 1,021
- End-of-year plan assets
- $53,695,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,021 | H, C | 20241003092624NAL0005622099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,695,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,695,407
- Net assets (BOY)
- $46,039,949
Income & contributions
- Employer contributions
- $1,009,772
- Participant contributions
- $3,486,810
- Total contributions
- $4,561,016
- Total income / additions
- $11,585,263
Expenses & distributions
- Benefits paid
- $3,755,182
- Administrative expenses
- $149,595
- Total expenses
- $3,929,805
- Net increase / (decrease)
- $7,655,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $146,091 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | OTHER | $9,430 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,101 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | INVESTMENT ADVISOR | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Team Rahal Of Mechanicsburg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mechanicsburg, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation