Henry Brown Auto Group 401(K) Retirement Plan — Form 5500 plan (Henry Brown Auto Group, LLC)
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, Henry Brown Auto Group 401(K) Retirement Plan is a benefit plan reported by Henry Brown Auto Group, LLC under EIN 26-0624836 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $7,221,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Brown Auto Group, LLC
- EIN
- 26-0624836
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $7,221,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241006213552NAL0029163410001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,221,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,221,316
- Net assets (BOY)
- $5,715,873
Income & contributions
- Employer contributions
- $111,483
- Participant contributions
- $801,758
- Total contributions
- $945,402
- Total income / additions
- $1,969,338
Expenses & distributions
- Benefits paid
- $425,463
- Administrative expenses
- $33,734
- Total expenses
- $463,895
- Net increase / (decrease)
- $1,505,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | INVESTMENT ADVISOR | $15,530 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $1,442 | $0 | 2023 |
| Loren D Stark Company | CONTRACT ADMIN | $1,200 | not reported in the loaded dataset | 2023 |
| Lebenson Actuarial Services Inc | CONTRACT ADMIN | $450 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Henry Brown Auto Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Merrill Lynch,Pierce,Fenner & Smith — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Loren D Stark Company — Schedule C compensation
- Lebenson Actuarial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation