Brunswick Auto Mart, Inc. 401(K) Plan — Form 5500 plan (Brunswick Auto Mart, 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, Brunswick Auto Mart, Inc. 401(K) Plan is a benefit plan reported by Brunswick Auto Mart, Inc. under EIN 34-1662358 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $29,368,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brunswick Auto Mart, Inc.
EIN
34-1662358
Plan number
001
Plan type
2
Location
Brunswick, OH
Latest filing year
2023
Participants
570
End-of-year plan assets
$29,368,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023570H, C20241010081533NAL0019784753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,368,070
Total liabilities (EOY)
$0
Net assets (EOY)
$29,368,070
Net assets (BOY)
$23,293,488

Income & contributions

Employer contributions
$287,038
Participant contributions
$2,365,873
Total contributions
$2,652,911
Total income / additions
$7,089,189

Expenses & distributions

Benefits paid
$959,615
Administrative expenses
$11,779
Total expenses
$1,014,607
Net increase / (decrease)
$6,074,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$8,424$02023
Morningstar Investment ManagementINVESTMENT ADVISORY$0$4,2862023

Related Form 5500 pages