Auburn Gear, LLC 401(K) Plan — Form 5500 plan (Auburn Gear, 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, Auburn Gear, LLC 401(K) Plan is a benefit plan reported by Auburn Gear, LLC under EIN 31-1046149 and plan number 003. The latest loaded filing year is 2023. The filing reports 190 participants and $18,501,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Auburn Gear, LLC
- EIN
- 31-1046149
- Plan number
- 003
- Plan type
- 2
- Location
- Auburn, IN
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $18,501,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20241011140338NAL0012570003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,501,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,501,805
- Net assets (BOY)
- $17,507,167
Income & contributions
- Employer contributions
- $819,652
- Participant contributions
- $902,394
- Total contributions
- $1,727,003
- Total income / additions
- $4,442,462
Expenses & distributions
- Benefits paid
- $3,371,531
- Administrative expenses
- $62,057
- Total expenses
- $3,447,824
- Net increase / (decrease)
- $994,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,030 | $0 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $5,400 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,033 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Auburn Gear, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Auburn, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Pensionmark Financial Group, LLC — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation