Germain Automotive Partnership, Inc. 401(K) Plan — Form 5500 plan (Germain Automotive Partnership, 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, Germain Automotive Partnership, Inc. 401(K) Plan is a benefit plan reported by Germain Automotive Partnership, Inc. under EIN 27-4723638 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,199 participants and $40,953,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Germain Automotive Partnership, Inc.
- EIN
- 27-4723638
- Plan number
- 001
- Plan type
- 3
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 1,199
- End-of-year plan assets
- $40,953,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,199 | H, C | 20241014132624NAL0052425554002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,953,795
- Net assets (EOY)
- $40,953,795
- Net assets (BOY)
- $31,515,646
Income & contributions
- Employer contributions
- $595,865
- Participant contributions
- $4,535,215
- Total contributions
- $7,539,776
- Total income / additions
- $12,947,594
Expenses & distributions
- Benefits paid
- $3,122,884
- Administrative expenses
- $187,851
- Total expenses
- $3,509,445
- Net increase / (decrease)
- $9,438,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $142,866 | not reported in the loaded dataset | 2023 |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $34,286 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $10,699 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Germain Automotive Partnership, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Schneider Downs Wealth Mgmt Adv. — Schedule C compensation
- Schneider Downs Ret. Solutions — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation