Shearer Automotive Psp And Trust — Form 5500 plan (Badge Motor Company)
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, Shearer Automotive Psp And Trust is a benefit plan reported by Badge Motor Company under EIN 26-4529125 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $8,730,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Badge Motor Company
- EIN
- 26-4529125
- Plan number
- 002
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,730,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241003094930NAL0017454224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,730,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,730,066
- Net assets (BOY)
- $7,409,064
Income & contributions
- Employer contributions
- $128,362
- Participant contributions
- $379,817
- Total contributions
- $774,183
- Total income / additions
- $2,114,782
Expenses & distributions
- Benefits paid
- $757,951
- Administrative expenses
- $31,911
- Total expenses
- $793,780
- Net increase / (decrease)
- $1,321,002
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | NONE | $26,047 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $5,864 | $0 | 2023 |