Shippers Automotive Group 401(K) Plan — Form 5500 plan (Shippers Automotive 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, Shippers Automotive Group 401(K) Plan is a benefit plan reported by Shippers Automotive Group, LLC under EIN 31-1331563 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $6,560,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shippers Automotive Group, LLC
EIN
31-1331563
Plan number
001
Plan type
2
Location
Urbana, OH
Latest filing year
2023
Participants
303
End-of-year plan assets
$6,560,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240924063000NAL0012579281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,560,582
Total liabilities (EOY)
$0
Net assets (EOY)
$6,560,582
Net assets (BOY)
$5,044,053

Income & contributions

Employer contributions
$292,996
Participant contributions
$620,463
Total contributions
$913,459
Total income / additions
$1,824,139

Expenses & distributions

Benefits paid
$271,384
Administrative expenses
$40,445
Total expenses
$307,610
Net increase / (decrease)
$1,516,529

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$27,953$02023
Castle Rock Investment CompanyINVESTMENT ADVISOR$12,492not reported in the loaded dataset2023

Related Form 5500 pages