Hoosier Motor Club Retirement Savings Plan — Form 5500 plan (Hoosier Motor Club)
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, Hoosier Motor Club Retirement Savings Plan is a benefit plan reported by Hoosier Motor Club under EIN 35-0392900 and plan number 002. The latest loaded filing year is 2023. The filing reports 276 participants and $19,550,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoosier Motor Club
- EIN
- 35-0392900
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $19,550,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241009140456NAL0009291603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,550,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,550,746
- Net assets (BOY)
- $16,751,798
Income & contributions
- Employer contributions
- $780,753
- Participant contributions
- $547,410
- Total contributions
- $1,328,163
- Total income / additions
- $4,219,300
Expenses & distributions
- Benefits paid
- $1,384,368
- Administrative expenses
- $35,984
- Total expenses
- $1,420,352
- Net increase / (decrease)
- $2,798,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lc Morgan Stanley | NONE | $29,354 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $10,170 | $0 | 2023 |